Pathstone Holdings’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 | $688K | Buy |
26,965
+807
| +3% | +$20.6K | ﹤0.01% | 1569 |
|
2025
Q1 | $580K | Buy |
26,158
+12,500
| +92% | +$277K | ﹤0.01% | 1646 |
|
2024
Q4 | $311K | Sell |
13,658
-735
| -5% | -$16.8K | ﹤0.01% | 1945 |
|
2024
Q3 | $406K | Sell |
14,393
-576
| -4% | -$16.2K | ﹤0.01% | 1830 |
|
2024
Q2 | $371K | Buy |
14,969
+1,900
| +15% | +$47.1K | ﹤0.01% | 1846 |
|
2024
Q1 | $304K | Hold |
13,069
| – | – | ﹤0.01% | 1938 |
|
2023
Q4 | $343K | Buy |
+13,069
| New | +$343K | ﹤0.01% | 1731 |
|