HighTower 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 | $1.72M | Buy |
67,550
+901
| +1% | +$23K | ﹤0.01% | 1647 |
|
|
2025
Q1 | $1.48M | Buy |
66,649
+18,095
| +37% | +$401K | ﹤0.01% | 1701 |
|
|
2024
Q4 | $1.11M | Buy |
48,554
+1,709
| +4% | +$38.9K | ﹤0.01% | 1886 |
|
|
2024
Q3 | $1.32M | Buy |
46,845
+749
| +2% | +$21.1K | ﹤0.01% | 1756 |
|
|
2024
Q2 | $1.14M | Sell |
46,096
-23,543
| -34% | -$583K | ﹤0.01% | 1768 |
|
|
2024
Q1 | $1.61M | Buy |
69,639
+13,618
| +24% | +$315K | ﹤0.01% | 1537 |
|
|
2023
Q4 | $1.47M | Sell |
56,021
-2,491
| -4% | -$65.2K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $1.27M | Buy |
58,512
+2,165
| +4% | +$47K | ﹤0.01% | 1624 |
|
|
2023
Q2 | $1.66M | Sell |
56,347
-2,926
| -5% | -$86.2K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $1.87M | Sell |
59,273
-1,735
| -3% | -$54.6K | ﹤0.01% | 1322 |
|
|
2022
Q4 | $1.55M | Sell |
61,008
-18,395
| -23% | -$467K | ﹤0.01% | 1419 |
|
|
2022
Q3 | $2.48M | Buy |
79,403
+3,245
| +4% | +$101K | 0.01% | 1105 |
|
|
2022
Q2 | $2.65M | Sell |
76,158
-4,536
| -6% | -$158K | 0.01% | 1095 |
|
|
2022
Q1 | $3.31M | Sell |
80,694
-8,062
| -9% | -$331K | 0.01% | 1093 |
|
|
2021
Q4 | $3.18M | Sell |
88,756
-5,848
| -6% | -$209K | 0.01% | 1111 |
|
|
2021
Q3 | $3.5M | Sell |
94,604
-76,102
| -45% | -$2.82M | 0.01% | 979 |
|
|
2021
Q2 | $6.59M | Buy |
170,706
+52,295
| +44% | +$2.02M | 0.02% | 692 |
|
|
2021
Q1 | $5.05M | Buy |
118,411
+49,093
| +71% | +$2.09M | 0.02% | 730 |
|
|
2020
Q4 | $2.99M | Buy |
69,318
+57,313
| +477% | +$2.47M | 0.01% | 750 |
|
|
2020
Q3 | $420K | Sell |
12,005
-1,219
| -9% | -$42.6K | ﹤0.01% | 1635 |
|
|
2020
Q2 | $337K | Buy |
13,224
+1,038
| +9% | +$26.5K | ﹤0.01% | 1646 |
|
|
2020
Q1 | $272K | Sell |
12,186
-630
| -5% | -$14.1K | ﹤0.01% | 1607 |
|
|
2019
Q4 | $320K | Sell |
12,816
-995
| -7% | -$24.8K | ﹤0.01% | 1675 |
|
|
2019
Q3 | $299K | Sell |
13,811
-865
| -6% | -$18.7K | ﹤0.01% | 1784 |
|
|
2019
Q2 | $270K | Sell |
14,676
-745
| -5% | -$13.7K | ﹤0.01% | 1847 |
|
|
2019
Q1 | $263K | Buy |
+15,421
| New | +$263K | ﹤0.01% | 1784 |
|
|
2018
Q4 | – | Sell |
-18,577
| Closed | -$297K | – | 2086 |
|
|
2018
Q3 | $297K | Buy |
18,577
+5,702
| +44% | +$91.2K | ﹤0.01% | 1726 |
|
|
2018
Q2 | $205K | Buy |
12,875
+308
| +2% | +$4.9K | ﹤0.01% | 1883 |
|
|
2018
Q1 | $207K | Sell |
12,567
-287
| -2% | -$4.73K | ﹤0.01% | 1848 |
|
|
2017
Q4 | $236K | Buy |
+12,854
| New | +$236K | ﹤0.01% | 1815 |
|