SeaCrest 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 | $414K | Sell |
16,234
-975
| -6% | -$24.9K | 0.05% | 369 |
|
2025
Q1 | $381K | Sell |
17,209
-75
| -0.4% | -$1.66K | 0.04% | 405 |
|
2024
Q4 | $394K | Sell |
17,284
-970
| -5% | -$22.1K | 0.04% | 408 |
|
2024
Q3 | $514K | Sell |
18,254
-1,550
| -8% | -$43.7K | 0.06% | 332 |
|
2024
Q2 | $491K | Buy |
+19,804
| New | +$491K | 0.06% | 319 |
|
2022
Q3 | – | Sell |
-1,955
| Closed | -$68K | – | 710 |
|
2022
Q2 | $68K | Buy |
+1,955
| New | +$68K | 0.01% | 999 |
|
2019
Q2 | – | Sell |
-685
| Closed | -$12K | – | 647 |
|
2019
Q1 | $12K | Sell |
685
-432
| -39% | -$7.57K | ﹤0.01% | 1460 |
|
2018
Q4 | $15K | Sell |
1,117
-412
| -27% | -$5.53K | ﹤0.01% | 1346 |
|
2018
Q3 | $25K | Hold |
1,529
| – | – | ﹤0.01% | 1287 |
|
2018
Q2 | $24K | Buy |
1,529
+93
| +6% | +$1.46K | ﹤0.01% | 1282 |
|
2018
Q1 | $24K | Sell |
1,436
-272
| -16% | -$4.55K | ﹤0.01% | 1252 |
|
2017
Q4 | $32K | Buy |
+1,708
| New | +$32K | 0.01% | 1142 |
|