Heritage Wealth Advisors’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 | $98 | Hold |
3
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $84 | Hold |
3
| – | – | ﹤0.01% | 562 |
|
|
2024
Q4 | $83 | Hold |
3
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $98 | Hold |
3
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $85 | Sell |
3
-19,936
| -100% | -$565K | ﹤0.01% | 509 |
|
|
2024
Q1 | $490K | Hold |
19,939
| – | – | 0.02% | 143 |
|
|
2023
Q4 | $574K | Buy |
19,939
+19,618
| +6,112% | +$565K | 0.03% | 135 |
|
|
2023
Q3 | $7.69K | Hold |
321
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $10.1K | Hold |
321
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $11.2K | Sell |
321
-318
| -50% | -$11.1K | ﹤0.01% | 438 |
|
|
2022
Q4 | $17.6K | Hold |
639
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $20.9K | Hold |
639
| – | – | ﹤0.01% | 380 |
|
|
2022
Q2 | $23K | Hold |
639
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $28K | Hold |
639
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $24K | Hold |
639
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $24.8K | Hold |
639
| – | – | ﹤0.01% | 387 |
|
|
2021
Q2 | $26.8K | Hold |
639
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $29.9K | Hold |
639
| – | – | ﹤0.01% | 383 |
|
|
2020
Q4 | $37K | Hold |
639
| – | – | ﹤0.01% | 354 |
|
|
2020
Q3 | $25K | Buy |
+639
| New | +$25K | ﹤0.01% | 332 |
|