GPS Wealth Strategies Group’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 | $19.2K | Buy |
751
+51
| +7% | +$1.3K | ﹤0.01% | 864 |
|
|
2025
Q1 | $15.5K | Hold |
700
| – | – | ﹤0.01% | 890 |
|
|
2024
Q4 | $16K | Hold |
700
| – | – | ﹤0.01% | 847 |
|
|
2024
Q3 | $19.7K | Sell |
700
-1,244
| -64% | -$35.1K | ﹤0.01% | 803 |
|
|
2024
Q2 | $48.2K | Hold |
1,944
| – | – | 0.01% | 549 |
|
|
2024
Q1 | $45.2K | Buy |
1,944
+100
| +5% | +$2.32K | 0.01% | 538 |
|
|
2023
Q4 | $48.5K | Buy |
1,844
+200
| +12% | +$5.26K | 0.01% | 497 |
|
|
2023
Q3 | $35.7K | Hold |
1,644
| – | – | 0.01% | 560 |
|
|
2023
Q2 | $48.5K | Hold |
1,644
| – | – | 0.01% | 498 |
|
|
2023
Q1 | $51.8K | Buy |
+1,644
| New | +$51.8K | 0.01% | 475 |
|
|
2022
Q4 | – | Sell |
-2,018
| Closed | -$63K | – | 197 |
|
|
2022
Q3 | $63K | Hold |
2,018
| – | – | 0.02% | 391 |
|
|
2022
Q2 | $70K | Hold |
2,018
| – | – | 0.02% | 381 |
|
|
2022
Q1 | $83K | Buy |
2,018
+750
| +59% | +$30.8K | 0.02% | 340 |
|
|
2021
Q4 | $45K | Sell |
1,268
-2
| -0.2% | -$71 | 0.01% | 423 |
|
|
2021
Q3 | $47K | Sell |
1,270
-2,702
| -68% | -$100K | 0.01% | 397 |
|
|
2021
Q2 | $153K | Buy |
3,972
+1,271
| +47% | +$49K | 0.04% | 242 |
|
|
2021
Q1 | $115K | Buy |
+2,701
| New | +$115K | 0.03% | 255 |
|