Northwestern Mutual Wealth Management’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 | $66.5K | Sell |
2,608
-122
| -4% | -$3.11K | ﹤0.01% | 2150 |
|
|
2025
Q1 | $60.5K | Buy |
2,730
+1,576
| +137% | +$34.9K | ﹤0.01% | 2114 |
|
|
2024
Q4 | $26.3K | Buy |
1,154
+29
| +3% | +$661 | ﹤0.01% | 2409 |
|
|
2024
Q3 | $31.7K | Sell |
1,125
-300
| -21% | -$8.45K | ﹤0.01% | 2315 |
|
|
2024
Q2 | $35.3K | Hold |
1,425
| – | – | ﹤0.01% | 2212 |
|
|
2024
Q1 | $33.1K | Buy |
1,425
+750
| +111% | +$17.4K | ﹤0.01% | 2242 |
|
|
2023
Q4 | $17.7K | Buy |
675
+375
| +125% | +$9.86K | ﹤0.01% | 2445 |
|
|
2023
Q3 | $6.52K | Sell |
300
-20
| -6% | -$435 | ﹤0.01% | 2675 |
|
|
2023
Q2 | $9.44K | Hold |
320
| – | – | ﹤0.01% | 2597 |
|
|
2023
Q1 | $10.1K | Buy |
320
+20
| +7% | +$630 | ﹤0.01% | 2506 |
|
|
2022
Q4 | $7.6K | Hold |
300
| – | – | ﹤0.01% | 2598 |
|
|
2022
Q3 | $9K | Sell |
300
-5
| -2% | -$150 | ﹤0.01% | 2484 |
|
|
2022
Q2 | $10K | Sell |
305
-645
| -68% | -$21.1K | ﹤0.01% | 2504 |
|
|
2022
Q1 | $38K | Buy |
950
+650
| +217% | +$26K | ﹤0.01% | 2061 |
|
|
2021
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 2532 |
|
|
2021
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 2421 |
|
|
2021
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 2361 |
|
|
2021
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 2205 |
|
|
2020
Q4 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 2100 |
|
|
2020
Q2 | – | Sell |
-203
| Closed | -$5K | – | 2392 |
|
|
2020
Q1 | $5K | Buy |
+203
| New | +$5K | ﹤0.01% | 2055 |
|