Corient Private Wealth’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 | – | Sell |
-12,032
| Closed | -$274K | – | 2293 |
|
|
2024
Q4 | $274K | Sell |
12,032
-3,440
| -22% | -$78.4K | ﹤0.01% | 1943 |
|
|
2024
Q3 | $436K | Buy |
15,472
+2,252
| +17% | +$63.5K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $327K | Hold |
13,220
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q1 | $307K | Sell |
13,220
-4,968
| -27% | -$115K | ﹤0.01% | 1871 |
|
|
2023
Q4 | $478K | Buy |
18,188
+1,968
| +12% | +$51.7K | ﹤0.01% | 1628 |
|
|
2023
Q3 | $353K | Buy |
16,220
+3,782
| +30% | +$82.2K | ﹤0.01% | 1664 |
|
|
2023
Q2 | $367K | Sell |
12,438
-686
| -5% | -$20.2K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $414K | Buy |
13,124
+1,874
| +17% | +$59K | ﹤0.01% | 1452 |
|
|
2022
Q4 | $285K | Buy |
+11,250
| New | +$285K | ﹤0.01% | 1350 |
|