Cerity Partners’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
9,468
+1,820
| +24% | +$59.7K | ﹤0.01% | 2137 |
|
|
2025
Q1 | $214K | Buy |
+7,648
| New | +$214K | ﹤0.01% | 2182 |
|
|
2024
Q4 | – | Sell |
-18,028
| Closed | -$589K | – | 2438 |
|
|
2024
Q3 | $589K | Buy |
18,028
+8,701
| +93% | +$284K | ﹤0.01% | 1684 |
|
|
2024
Q2 | $265K | Sell |
9,327
-3,089
| -25% | -$87.7K | ﹤0.01% | 1885 |
|
|
2024
Q1 | $305K | Sell |
12,416
-51,191
| -80% | -$1.26M | ﹤0.01% | 1857 |
|
|
2023
Q4 | $1.83M | Buy |
63,607
+3,076
| +5% | +$88.6K | 0.01% | 788 |
|
|
2023
Q3 | $1.45M | Sell |
60,531
-345
| -0.6% | -$8.26K | 0.01% | 657 |
|
|
2023
Q2 | $1.92M | Buy |
+60,876
| New | +$1.92M | 0.01% | 739 |
|