Concourse Financial Group Securities’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | – | – | 817 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 2856 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 2855 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 2898 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 2910 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 2864 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 2871 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 2874 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 2859 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 2800 |
|
2022
Q3 | – | Sell |
-357
| Closed | -$12K | – | 2589 |
|
2022
Q2 | $12K | Sell |
357
-648
| -64% | -$21.8K | ﹤0.01% | 1595 |
|
2022
Q1 | $41K | Hold |
1,005
| – | – | ﹤0.01% | 1206 |
|
2021
Q4 | $36K | Hold |
1,005
| – | – | ﹤0.01% | 1405 |
|
2021
Q3 | $37K | Hold |
1,005
| – | – | ﹤0.01% | 1424 |
|
2021
Q2 | $39K | Buy |
1,005
+648
| +182% | +$25.1K | ﹤0.01% | 1401 |
|
2021
Q1 | $15K | Hold |
357
| – | – | ﹤0.01% | 1636 |
|
2020
Q4 | $15K | Buy |
+357
| New | +$15K | ﹤0.01% | 1553 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 2524 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 2438 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 2508 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 2445 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 2144 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 2553 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 2556 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 2422 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 1955 |
|