JFS 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 | $1.31K | Buy |
40
+2
| +5% | +$66 | ﹤0.01% | 1503 |
|
|
2025
Q1 | $1.06K | Buy |
+38
| New | +$1.06K | ﹤0.01% | 1632 |
|
|
2024
Q4 | – | Sell |
-69
| Closed | -$2.25K | – | 1950 |
|
|
2024
Q3 | $2.25K | Buy |
69
+25
| +57% | +$817 | ﹤0.01% | 1431 |
|
|
2024
Q2 | $1.25K | Sell |
44
-363
| -89% | -$10.3K | ﹤0.01% | 1612 |
|
|
2024
Q1 | $10K | Hold |
407
| – | – | ﹤0.01% | 817 |
|
|
2023
Q4 | $11.7K | Sell |
407
-19
| -4% | -$547 | ﹤0.01% | 730 |
|
|
2023
Q3 | $10.2K | Buy |
426
+23
| +6% | +$551 | ﹤0.01% | 718 |
|
|
2023
Q2 | $12.7K | Buy |
403
+9
| +2% | +$284 | ﹤0.01% | 657 |
|
|
2023
Q1 | $13.8K | Buy |
394
+12
| +3% | +$419 | ﹤0.01% | 614 |
|
|
2022
Q4 | $10.5K | Buy |
382
+7
| +2% | +$193 | ﹤0.01% | 690 |
|
|
2022
Q3 | $12K | Hold |
375
| – | – | ﹤0.01% | 668 |
|
|
2022
Q2 | $13K | Hold |
375
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $16K | Hold |
375
| – | – | ﹤0.01% | 656 |
|
|
2021
Q4 | $14K | Hold |
375
| – | – | ﹤0.01% | 627 |
|
|
2021
Q3 | $15K | Hold |
375
| – | – | ﹤0.01% | 584 |
|
|
2021
Q2 | $16K | Hold |
375
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $18K | Hold |
375
| – | – | ﹤0.01% | 351 |
|
|
2020
Q4 | $22K | Hold |
375
| – | – | ﹤0.01% | 322 |
|
|
2020
Q3 | $15K | Buy |
+375
| New | +$15K | ﹤0.01% | 344 |
|