Forum Financial Management’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 | $700K | Sell |
21,357
-5
| -0% | -$164 | 0.01% | 300 |
|
|
2025
Q1 | $596K | Sell |
21,362
-3
| -0% | -$84 | 0.01% | 313 |
|
|
2024
Q4 | $591K | Sell |
21,365
-860
| -4% | -$23.8K | 0.01% | 321 |
|
|
2024
Q3 | $726K | Buy |
22,225
+5
| +0% | +$163 | 0.01% | 236 |
|
|
2024
Q2 | $631K | Sell |
22,220
-409
| -2% | -$11.6K | 0.01% | 245 |
|
|
2024
Q1 | $556K | Buy |
22,629
+422
| +2% | +$10.4K | 0.01% | 296 |
|
|
2023
Q4 | $639K | Sell |
22,207
-412
| -2% | -$11.9K | 0.01% | 234 |
|
|
2023
Q3 | $541K | Hold |
22,619
| – | – | 0.01% | 262 |
|
|
2023
Q2 | $713K | Buy |
22,619
+9,930
| +78% | +$313K | 0.02% | 218 |
|
|
2023
Q1 | $443K | Buy |
+12,689
| New | +$443K | 0.01% | 289 |
|