Jones Financial Companies’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 | $431K | Buy |
13,132
+3,701
| +39% | +$121K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $264K | Buy |
9,431
+6,487
| +220% | +$181K | ﹤0.01% | 1373 |
|
|
2024
Q4 | $81.4K | Buy |
2,944
+177
| +6% | +$4.9K | ﹤0.01% | 1697 |
|
|
2024
Q3 | $91K | Buy |
2,767
+533
| +24% | +$17.5K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $63.4K | Buy |
2,234
+1,768
| +379% | +$50.2K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $11.5K | Buy |
466
+357
| +328% | +$8.77K | ﹤0.01% | 1036 |
|
|
2023
Q4 | $3.14K | Buy |
+109
| New | +$3.14K | ﹤0.01% | 835 |
|