NewEdge 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 | $24.1K | Hold |
945
| – | – | ﹤0.01% | 2883 |
|
|
2025
Q1 | $20.9K | Buy |
945
+75
| +9% | +$1.66K | ﹤0.01% | 2846 |
|
|
2024
Q4 | $19.8K | Hold |
870
| – | – | ﹤0.01% | 2808 |
|
|
2024
Q3 | $24.5K | Buy |
870
+500
| +135% | +$14.1K | ﹤0.01% | 2661 |
|
|
2024
Q2 | $9.17K | Buy |
370
+275
| +289% | +$6.81K | ﹤0.01% | 2884 |
|
|
2024
Q1 | $2.21K | Sell |
95
-40
| -30% | -$929 | ﹤0.01% | 3345 |
|
|
2023
Q4 | $3.56K | Hold |
135
| – | – | ﹤0.01% | 3211 |
|
|
2023
Q3 | $2.94K | Sell |
135
-8,541
| -98% | -$186K | ﹤0.01% | 2957 |
|
|
2023
Q2 | $256K | Buy |
8,676
+8,541
| +6,327% | +$252K | ﹤0.01% | 1525 |
|
|
2023
Q1 | $4.24K | Sell |
135
-1,337
| -91% | -$42K | ﹤0.01% | 2835 |
|
|
2022
Q4 | $36K | Buy |
+1,472
| New | +$36K | ﹤0.01% | 1863 |
|
|
2020
Q4 | – | Sell |
-10,272
| Closed | -$360K | – | 982 |
|
|
2020
Q3 | $360K | Buy |
10,272
+2,321
| +29% | +$81.3K | 0.01% | 667 |
|
|
2020
Q2 | $203K | Buy |
+7,951
| New | +$203K | 0.01% | 770 |
|