Golden State 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 | $14.7K | Buy |
577
+8
| +1% | +$204 | ﹤0.01% | 965 |
|
|
2025
Q1 | $12.6K | Buy |
569
+10
| +2% | +$222 | ﹤0.01% | 930 |
|
|
2024
Q4 | $12.8K | Buy |
+559
| New | +$12.8K | ﹤0.01% | 898 |
|
|
2020
Q2 | – | Sell |
-570
| Closed | -$13K | – | 247 |
|
|
2020
Q1 | $13K | Buy |
+570
| New | +$13K | 0.01% | 567 |
|
|
2019
Q4 | – | Sell |
-563
| Closed | -$12K | – | 128 |
|
|
2019
Q3 | $12K | Buy |
+563
| New | +$12K | ﹤0.01% | 708 |
|
|
2019
Q2 | – | Sell |
-1,058
| Closed | -$18K | – | 1052 |
|
|
2019
Q1 | $18K | Buy |
+1,058
| New | +$18K | 0.01% | 646 |
|