Envestnet Asset Management’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 | $242K | Sell |
9,481
-585
| -6% | -$14.9K | ﹤0.01% | 4141 |
|
|
2025
Q1 | $223K | Sell |
10,066
-727
| -7% | -$16.1K | ﹤0.01% | 4093 |
|
|
2024
Q4 | $246K | Sell |
10,793
-485
| -4% | -$11.1K | ﹤0.01% | 3988 |
|
|
2024
Q3 | $318K | Buy |
11,278
+67
| +0.6% | +$1.89K | ﹤0.01% | 3792 |
|
|
2024
Q2 | $278K | Buy |
11,211
+428
| +4% | +$10.6K | ﹤0.01% | 3775 |
|
|
2024
Q1 | $251K | Sell |
10,783
-3,756
| -26% | -$87.3K | ﹤0.01% | 3825 |
|
|
2023
Q4 | $382K | Buy |
14,539
+1,396
| +11% | +$36.7K | ﹤0.01% | 3473 |
|
|
2023
Q3 | $286K | Buy |
13,143
+66
| +0.5% | +$1.44K | ﹤0.01% | 3554 |
|
|
2023
Q2 | $386K | Sell |
13,077
-716
| -5% | -$21.1K | ﹤0.01% | 3354 |
|
|
2023
Q1 | $435K | Buy |
13,793
+1,806
| +15% | +$56.9K | ﹤0.01% | 3237 |
|
|
2022
Q4 | $304K | Buy |
11,987
+1,269
| +12% | +$32.2K | ﹤0.01% | 3421 |
|
|
2022
Q3 | $335K | Buy |
10,718
+2,651
| +33% | +$82.9K | ﹤0.01% | 3272 |
|
|
2022
Q2 | $281K | Buy |
8,067
+1,415
| +21% | +$49.3K | ﹤0.01% | 3391 |
|
|
2022
Q1 | $273K | Sell |
6,652
-2,242
| -25% | -$92K | ﹤0.01% | 3502 |
|
|
2021
Q4 | $318K | Buy |
8,894
+2,442
| +38% | +$87.3K | ﹤0.01% | 3375 |
|
|
2021
Q3 | $238K | Buy |
6,452
+735
| +13% | +$27.1K | ﹤0.01% | 3419 |
|
|
2021
Q2 | $221K | Buy |
+5,717
| New | +$221K | ﹤0.01% | 3442 |
|