IFP Advisors’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140K | Buy |
3,513
+1,415
| +67% | +$57.6K | ﹤0.01% | 1608 |
|
|
2025
Q4 | $80.4K | Sell |
2,098
-430
| -17% | -$17.3K | ﹤0.01% | 1936 |
|
|
2025
Q3 | $87K | Buy |
2,528
+1
| +0% | +$34 | ﹤0.01% | 1772 |
|
|
2025
Q2 | $82.9K | Buy |
2,527
+20
| +0.8% | +$584 | ﹤0.01% | 1755 |
|
|
2025
Q1 | $70K | Sell |
2,507
-2,204
| -47% | -$60.4K | ﹤0.01% | 1722 |
|
|
2024
Q4 | $130K | Buy |
4,711
+2,352
| +100% | +$72.3K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $77K | Sell |
2,359
-9
| -0.4% | -$261 | ﹤0.01% | 1527 |
|
|
2024
Q2 | $67.2K | Buy |
2,368
+356
| +18% | +$9.95K | ﹤0.01% | 1542 |
|
|
2024
Q1 | $49.4K | Buy |
2,012
+1,775
| +749% | +$46.5K | ﹤0.01% | 1599 |
|
|
2023
Q4 | $6.82K | Buy |
237
+224
| +1,723% | +$5.71K | ﹤0.01% | 2315 |
|
|
2023
Q3 | $311 | Sell |
13
-61
| -82% | -$1.77K | ﹤0.01% | 3150 |
|
|
2023
Q2 | $2.33K | Buy |
74
+61
| +469% | +$2.06K | ﹤0.01% | 2825 |
|
|
2023
Q1 | $557 | Sell |
13
-468
| -97% | -$14.2K | ﹤0.01% | 3173 |
|
|
2022
Q4 | $21K | Sell |
481
-243
| -34% | -$7.5K | ﹤0.01% | 2839 |
|
|
2022
Q3 | $40K | Hold |
724
| – | – | ﹤0.01% | 2537 |
|
|
2022
Q2 | $40K | Hold |
724
| – | – | ﹤0.01% | 2308 |
|
|
2022
Q1 | $40K | Buy |
+724
| New | +$26.7K | ﹤0.01% | 2308 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$4K | – | 3388 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2617 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2531 |
|
|
2021
Q1 | $5K | Sell |
100
-175
| -64% | -$8.93K | ﹤0.01% | 2395 |
|
|
2020
Q4 | $16K | Buy |
275
+200
| +267% | +$9.62K | ﹤0.01% | 1860 |
|
|
2020
Q3 | $3K | Buy |
+75
| New | +$2.52K | ﹤0.01% | 2336 |
|
Other funds holding BEPC
BC
VCM
CBU
