GoalVest Advisory’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 | $39.3K | Hold |
1,200
| – | – | 0.01% | 225 |
|
|
2025
Q1 | $33.5K | Sell |
1,200
-1,000
| -45% | -$27.9K | 0.01% | 208 |
|
|
2024
Q4 | $60.9K | Hold |
2,200
| – | – | 0.02% | 177 |
|
|
2024
Q3 | $71.9K | Hold |
2,200
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $62.4K | Hold |
2,200
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $54.1K | Buy |
+2,200
| New | +$54.1K | 0.02% | 190 |
|