Clearstead Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $148K | Sell |
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|
2025
Q2 | $150K | Hold |
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|
2025
Q1 | $130K | Sell |
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|
2024
Q4 | $136K | Sell |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $360K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $324K | Buy |
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