Clearstead Advisors’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 | $61.5K | Hold |
1,875
| – | – | ﹤0.01% | 1218 |
|
|
2025
Q1 | $52.4K | Hold |
1,875
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q4 | $51.9K | Hold |
1,875
| – | – | ﹤0.01% | 1151 |
|
|
2024
Q3 | $61.2K | Hold |
1,875
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q2 | $53.2K | Hold |
1,875
| – | – | ﹤0.01% | 1147 |
|
|
2024
Q1 | $58.8K | Hold |
1,875
| – | – | ﹤0.01% | 727 |
|
|
2023
Q4 | $54K | Sell |
1,875
-1,875
| -50% | -$54K | ﹤0.01% | 716 |
|
|
2023
Q3 | $89.8K | Buy |
3,750
+1,875
| +100% | +$44.9K | ﹤0.01% | 756 |
|
|
2023
Q2 | $59.1K | Hold |
1,875
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $65.5K | Sell |
1,875
-1,125
| -38% | -$39.3K | ﹤0.01% | 604 |
|
|
2022
Q4 | $82.6K | Hold |
3,000
| – | – | 0.01% | 534 |
|
|
2022
Q3 | $98K | Hold |
3,000
| – | – | 0.01% | 477 |
|
|
2022
Q2 | $107K | Buy |
+3,000
| New | +$107K | 0.01% | 487 |
|
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$69K | – | 1373 |
|
|
2021
Q4 | $69K | Hold |
1,875
| – | – | ﹤0.01% | 599 |
|
|
2021
Q3 | $73K | Sell |
1,875
-214
| -10% | -$8.33K | 0.01% | 545 |
|
|
2021
Q2 | $88K | Buy |
2,089
+214
| +11% | +$9.02K | 0.01% | 474 |
|
|
2021
Q1 | $88K | Sell |
1,875
-90
| -5% | -$4.22K | 0.01% | 457 |
|
|
2020
Q4 | $115K | Buy |
+1,965
| New | +$115K | 0.01% | 391 |
|