Continuum Advisory’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-520
| Closed | -$11.5K | – | 522 |
|
2025
Q1 | $11.5K | Hold |
520
| – | – | ﹤0.01% | 944 |
|
2024
Q4 | $11.9K | Hold |
520
| – | – | ﹤0.01% | 950 |
|
2024
Q3 | $13.2K | Sell |
520
-145
| -22% | -$3.67K | ﹤0.01% | 933 |
|
2024
Q2 | $16.5K | Hold |
665
| – | – | ﹤0.01% | 828 |
|
2024
Q1 | $18.3K | Buy |
+665
| New | +$18.3K | ﹤0.01% | 800 |
|