Corient Private Wealth’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 | $229K | Sell |
7,000
-1,441
| -17% | -$47.2K | ﹤0.01% | 2232 |
|
|
2025
Q1 | $236K | Sell |
8,441
-4,900
| -37% | -$137K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $369K | Sell |
13,341
-3,234
| -20% | -$89.5K | ﹤0.01% | 1783 |
|
|
2024
Q3 | $541K | Buy |
16,575
+2,237
| +16% | +$73.1K | ﹤0.01% | 1665 |
|
|
2024
Q2 | $407K | Buy |
14,338
+5,728
| +67% | +$163K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $212K | Sell |
8,610
-280
| -3% | -$6.88K | ﹤0.01% | 2070 |
|
|
2023
Q4 | $256K | Buy |
+8,890
| New | +$256K | ﹤0.01% | 1947 |
|