Jones Financial Companies’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 | $110K | Buy |
4,298
+785
| +22% | +$20.1K | ﹤0.01% | 1897 |
|
2025
Q1 | $78.2K | Buy |
3,513
+926
| +36% | +$20.6K | ﹤0.01% | 1877 |
|
2024
Q4 | $59K | Buy |
2,587
+537
| +26% | +$12.2K | ﹤0.01% | 1813 |
|
2024
Q3 | $58K | Buy |
2,050
+745
| +57% | +$21.1K | ﹤0.01% | 1587 |
|
2024
Q2 | $32.3K | Buy |
+1,305
| New | +$32.3K | ﹤0.01% | 1398 |
|