Evermay Wealth 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 | $53.6K | Hold |
2,100
| – | – | 0.01% | 318 |
|
|
2025
Q1 | $46.5K | Hold |
2,100
| – | – | 0.01% | 326 |
|
|
2024
Q4 | $47.9K | Hold |
2,100
| – | – | 0.01% | 326 |
|
|
2024
Q3 | $59.2K | Hold |
2,100
| – | – | 0.01% | 322 |
|
|
2024
Q2 | $52K | Hold |
2,100
| – | – | 0.01% | 341 |
|
|
2024
Q1 | $48.8K | Buy |
+2,100
| New | +$48.8K | 0.01% | 351 |
|
|
2021
Q3 | – | Sell |
-74
| Closed | -$3K | – | 460 |
|
|
2021
Q2 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 467 |
|