Farther Finance Advisors’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 |
-43
| Closed | -$968 | – | 4507 |
|
2025
Q1 | $968 | Hold |
43
| – | – | ﹤0.01% | 3624 |
|
2024
Q4 | $980 | Hold |
43
| – | – | ﹤0.01% | 3254 |
|
2024
Q3 | $1.21K | Hold |
43
| – | – | ﹤0.01% | 3173 |
|
2024
Q2 | $1.05K | Hold |
43
| – | – | ﹤0.01% | 3060 |
|
2024
Q1 | $994 | Sell |
43
-45
| -51% | -$1.04K | ﹤0.01% | 2775 |
|
2023
Q4 | $2.31K | Hold |
88
| – | – | ﹤0.01% | 2374 |
|
2023
Q3 | $1.91K | Hold |
88
| – | – | ﹤0.01% | 1873 |
|
2023
Q2 | $2.6K | Hold |
88
| – | – | ﹤0.01% | 1665 |
|
2023
Q1 | $2.77K | Buy |
88
+45
| +105% | +$1.42K | ﹤0.01% | 1525 |
|
2022
Q4 | $1.09K | Buy |
+43
| New | +$1.09K | ﹤0.01% | 1629 |
|