Heritage Wealth Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.13K | Buy |
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|
2025
Q2 | $1.76K | Buy |
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|
2025
Q1 | $421 | Hold |
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|
2024
Q4 | $433 | Hold |
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|
2024
Q3 | $535 | Hold |
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|
2024
Q2 | $471 | Hold |
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|
2024
Q1 | $441 | Hold |
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|
2023
Q4 | $499 | Sell |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $38.1K | Hold |
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|
2023
Q1 | $40.7K | Sell |
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|
2022
Q4 | $65.1K | Hold |
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|
2022
Q3 | $80.4K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $94.8K | Hold |
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|
2021
Q2 | $99K | Hold |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $81.9K | Hold |
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|
2020
Q1 | $72.7K | Hold |
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|
2019
Q4 | $79.7K | Buy |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $173 | Buy |
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