Pathstone Holdings’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$689K Hold
21,124
﹤0.01% 1599
2025
Q4
$570K Sell
21,124
-5,198
-20% -$148K ﹤0.01% 1698
2025
Q3
$679K Sell
26,322
-643
-2% -$16.6K ﹤0.01% 1613
2025
Q2
$688K Buy
26,965
+807
+3% +$19K ﹤0.01% 1570
2025
Q1
$580K Buy
26,158
+12,500
+92% +$279K ﹤0.01% 1648
2024
Q4
$311K Sell
13,658
-735
-5% -$18.8K ﹤0.01% 1945
2024
Q3
$406K Sell
14,393
-576
-4% -$14.5K ﹤0.01% 1837
2024
Q2
$371K Buy
14,969
+1,900
+15% +$47.3K ﹤0.01% 1849
2024
Q1
$304K Hold
13,069
﹤0.01% 1943
2023
Q4
$343K Buy
+13,069
New +$309K ﹤0.01% 1734

Other funds holding BEP