JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31K | Buy |
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|
2025
Q1 | $1.06K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.25K | Buy |
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|
2024
Q2 | $1.25K | Sell |
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|
2024
Q1 | $10K | Hold |
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|
2023
Q4 | $11.7K | Sell |
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|
2023
Q3 | $10.2K | Buy |
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|
2023
Q2 | $12.7K | Buy |
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|
2023
Q1 | $13.8K | Buy |
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|
2022
Q4 | $10.5K | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $15K | Buy |
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