Clearstead Trust’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 | $229K | Hold |
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|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $196K | Hold |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $405K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $326K | Hold |
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|
2022
Q3 | $403K | Hold |
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|
2022
Q2 | $448K | Hold |
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|
2022
Q1 | $528K | Hold |
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|
2021
Q4 | $460K | Hold |
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|
2021
Q3 | $475K | Hold |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $947K | Buy |
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|
2020
Q3 | $441K | Sell |
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|
2020
Q2 | $402K | Hold |
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|
2020
Q1 | $357K | Hold |
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|
2019
Q4 | $392K | Hold |
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|
2019
Q3 | $341K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $269K | Buy |
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|
2018
Q4 | $136K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $130K | Sell |
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|
2016
Q4 | $488K | Buy |
|