Ervin Investment 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 | – | Sell |
-1,642
| Closed | -$36.4K | – | 41 |
|
|
2025
Q1 | $36.4K | Sell |
1,642
-15,558
| -90% | -$345K | 0.02% | 38 |
|
|
2024
Q4 | $392K | Sell |
17,200
-28,964
| -63% | -$660K | 0.25% | 32 |
|
|
2024
Q3 | $1.3M | Buy |
46,164
+199
| +0.4% | +$5.61K | 0.83% | 21 |
|
|
2024
Q2 | $1.14M | Buy |
45,965
+173
| +0.4% | +$4.29K | 0.79% | 21 |
|
|
2024
Q1 | $1.06M | Buy |
45,792
+1,469
| +3% | +$34.1K | 0.75% | 21 |
|
|
2023
Q4 | $1.16M | Sell |
44,323
-5,772
| -12% | -$152K | 0.89% | 20 |
|
|
2023
Q3 | $1.48M | Hold |
50,095
| – | – | 1.24% | 16 |
|
|
2023
Q2 | $1.48M | Buy |
50,095
+7,066
| +16% | +$208K | 1.19% | 18 |
|
|
2023
Q1 | $1.34M | Buy |
43,029
+262
| +0.6% | +$8.18K | 1.17% | 18 |
|
|
2022
Q4 | $1.08M | Sell |
42,767
-2,445
| -5% | -$62K | 0.99% | 21 |
|
|
2022
Q3 | $1.42M | Buy |
45,212
+8,823
| +24% | +$276K | 1.4% | 16 |
|
|
2022
Q2 | $1.27M | Buy |
36,389
+9,419
| +35% | +$328K | 1.17% | 19 |
|
|
2022
Q1 | $1.11M | Buy |
26,970
+1,585
| +6% | +$65.4K | 0.85% | 21 |
|
|
2021
Q4 | $909K | Buy |
+25,385
| New | +$909K | 0.73% | 22 |
|