Creative Planning’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 | $761K | Sell |
23,210
-5,166
| -18% | -$169K | ﹤0.01% | 2076 |
|
|
2025
Q1 | $792K | Buy |
28,376
+10,593
| +60% | +$296K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $492K | Buy |
17,783
+4,812
| +37% | +$133K | ﹤0.01% | 2233 |
|
|
2024
Q3 | $424K | Buy |
12,971
+2,513
| +24% | +$82.1K | ﹤0.01% | 2253 |
|
|
2024
Q2 | $297K | Sell |
10,458
-3,692
| -26% | -$105K | ﹤0.01% | 2350 |
|
|
2024
Q1 | $348K | Buy |
14,150
+1,904
| +16% | +$46.8K | ﹤0.01% | 2116 |
|
|
2023
Q4 | $353K | Buy |
12,246
+12,217
| +42,128% | +$352K | ﹤0.01% | 1975 |
|
|
2023
Q3 | $695 | Buy |
+29
| New | +$695 | ﹤0.01% | 2771 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$1K | – | 2206 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2249 |
|