JNBA Financial 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 | $25.5K | Hold |
1,000
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $22.2K | Hold |
1,000
| – | – | ﹤0.01% | 367 |
|
|
2024
Q4 | $22.8K | Hold |
1,000
| – | – | ﹤0.01% | 368 |
|
|
2024
Q3 | $28.2K | Hold |
1,000
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $24.8K | Hold |
1,000
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $23.2K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
|
2023
Q4 | $26.3K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $21.7K | Buy |
1,000
+250
| +33% | +$5.44K | ﹤0.01% | 375 |
|
|
2023
Q2 | $22.1K | Hold |
750
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $23.6K | Hold |
750
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $19K | Hold |
750
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $23K | Hold |
750
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $26K | Hold |
750
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $31K | Hold |
750
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $27K | Hold |
750
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $29K | Hold |
750
| – | – | ﹤0.01% | 352 |
|
|
2021
Q1 | $32K | Hold |
750
| – | – | ﹤0.01% | 329 |
|
|
2020
Q4 | $32K | Hold |
750
| – | – | 0.01% | 304 |
|
|
2020
Q3 | $26K | Sell |
750
-188
| -20% | -$6.52K | 0.01% | 306 |
|
|
2020
Q2 | $24K | Hold |
938
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $21K | Hold |
938
| – | – | 0.01% | 299 |
|
|
2019
Q4 | $23K | Hold |
938
| – | – | ﹤0.01% | 333 |
|
|
2019
Q3 | $20K | Hold |
938
| – | – | ﹤0.01% | 333 |
|
|
2019
Q2 | $17K | Hold |
938
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $16K | Hold |
938
| – | – | ﹤0.01% | 348 |
|
|
2018
Q4 | $13K | Buy |
+938
| New | +$13K | ﹤0.01% | 344 |
|
|
2018
Q3 | – | Sell |
-938
| Closed | -$15K | – | 499 |
|
|
2018
Q2 | $15K | Buy |
+938
| New | +$15K | ﹤0.01% | 345 |
|