Laurel Wealth Advisors (North Carolina)’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 | $3K | Buy |
77
+74
| +2,467% | +$2.88K | ﹤0.01% | 680 |
|
|
2025
Q1 | $67 | Hold |
3
| – | – | ﹤0.01% | 688 |
|
|
2024
Q4 | $69 | Hold |
3
| – | – | ﹤0.01% | 723 |
|
|
2024
Q3 | $85 | Hold |
3
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $75 | Hold |
3
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $70 | Hold |
3
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $79 | Hold |
3
| – | – | ﹤0.01% | 567 |
|
|
2023
Q3 | $66 | Hold |
3
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $89 | Hold |
3
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $95 | Hold |
3
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $77 | Buy |
+3
| New | +$77 | ﹤0.01% | 557 |
|
|
2022
Q2 | – | Sell |
-228
| Closed | -$9K | – | 637 |
|
|
2022
Q1 | $9K | Buy |
228
+3
| +1% | +$118 | ﹤0.01% | 407 |
|
|
2021
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 424 |
|
|
2020
Q4 | $10K | Buy |
+225
| New | +$10K | ﹤0.01% | 413 |
|