IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.3K | Buy |
621
+230
| +59% | +$6.93K | ﹤0.01% | 2770 |
|
|
2025
Q4 | $10.5K | Buy |
+391
| New | +$11.1K | ﹤0.01% | 3041 |
|
|
2023
Q1 | – | Sell |
-1,809
| Closed | -$56K | – | 3450 |
|
|
2022
Q4 | $56K | Buy |
1,809
+8
| +0.4% | +$228 | ﹤0.01% | 2153 |
|
|
2022
Q3 | $56K | Buy |
1,801
+7
| +0.4% | +$259 | ﹤0.01% | 2274 |
|
|
2022
Q2 | $56K | Hold |
1,794
| – | – | ﹤0.01% | 2075 |
|
|
2022
Q1 | $56K | Buy |
+1,794
| New | +$64.3K | ﹤0.01% | 2075 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3499 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3194 |
|
|
2021
Q1 | – | Sell |
-768
| Closed | -$34K | – | 3136 |
|
|
2020
Q4 | $33K | Hold |
768
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q3 | $27K | Buy |
768
+391
| +104% | +$11.6K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $10K | Hold |
377
| – | – | ﹤0.01% | 1810 |
|
|
2020
Q1 | $9K | Buy |
+377
| New | +$9.54K | ﹤0.01% | 1809 |
|
|
2019
Q4 | – | Sell |
-1,773
| Closed | -$38K | – | 2898 |
|
|
2019
Q3 | $38K | Buy |
+1,773
| New | +$34.7K | ﹤0.01% | 1485 |
|
|
2019
Q1 | $32K | Buy |
+1,877
| New | +$29.6K | ﹤0.01% | 1147 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3530 |
|
|
2018
Q3 | – | Sell |
-418
| Closed | -$6.86K | – | 3824 |
|
|
2018
Q2 | $7K | Sell |
418
-670
| -62% | -$11K | ﹤0.01% | 3076 |
|
|
2018
Q1 | $20K | Hold |
1,088
| – | – | ﹤0.01% | 2380 |
|
|
2017
Q4 | $20K | Buy |
1,088
+459
| +73% | +$8.29K | ﹤0.01% | 2416 |
|
|
2017
Q3 | $11K | Sell |
629
-101
| -14% | -$1.82K | ﹤0.01% | 2952 |
|
|
2017
Q2 | $12K | Buy |
730
+113
| +18% | +$1.9K | ﹤0.01% | 2892 |
|
|
2017
Q1 | $10K | Buy |
617
+22
| +4% | +$343 | ﹤0.01% | 2898 |
|
|
2016
Q4 | $9K | Buy |
595
+6
| +1% | +$94 | ﹤0.01% | 2954 |
|
|
2016
Q3 | $10K | Buy |
589
+7
| +1% | +$114 | ﹤0.01% | 2819 |
|
|
2016
Q2 | $9K | Sell |
582
-1,295
| -69% | -$20.3K | ﹤0.01% | 2785 |
|
|
2016
Q1 | $32K | Buy |
1,877
+1,314
| +233% | +$18.6K | ﹤0.01% | 1147 |
|
|
2015
Q4 | $8K | Buy |
+563
| New | +$7.75K | ﹤0.01% | 2679 |
|
Other funds holding BEP
BC
