Heritage Wealth 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 | $1.76K | Buy |
69
+50
| +263% | +$1.28K | ﹤0.01% | 520 |
|
|
2025
Q1 | $421 | Hold |
19
| – | – | ﹤0.01% | 547 |
|
|
2024
Q4 | $433 | Hold |
19
| – | – | ﹤0.01% | 600 |
|
|
2024
Q3 | $535 | Hold |
19
| – | – | ﹤0.01% | 588 |
|
|
2024
Q2 | $471 | Hold |
19
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $441 | Hold |
19
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $499 | Sell |
19
-1,274
| -99% | -$33.5K | ﹤0.01% | 527 |
|
|
2023
Q3 | $28.1K | Hold |
1,293
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $38.1K | Hold |
1,293
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $40.7K | Sell |
1,293
-1,275
| -50% | -$40.2K | ﹤0.01% | 340 |
|
|
2022
Q4 | $65.1K | Hold |
2,568
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $80.4K | Hold |
2,568
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $89K | Hold |
2,568
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $105K | Hold |
2,568
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $92K | Hold |
2,568
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $94.8K | Hold |
2,568
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $99K | Hold |
2,568
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $109K | Hold |
2,568
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $111K | Sell |
2,568
-2
| -0.1% | -$86 | 0.01% | 249 |
|
|
2020
Q3 | $90K | Sell |
2,570
-639
| -20% | -$22.4K | 0.01% | 213 |
|
|
2020
Q2 | $81.9K | Hold |
3,209
| – | – | 0.01% | 220 |
|
|
2020
Q1 | $72.7K | Hold |
3,209
| – | – | 0.01% | 222 |
|
|
2019
Q4 | $79.7K | Buy |
3,209
+3,200
| +35,556% | +$79.5K | 0.01% | 258 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $173 | Buy |
+9
| New | +$173 | ﹤0.01% | 441 |
|