Spire 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 | $11.5K | Sell |
451
-187
| -29% | -$4.77K | ﹤0.01% | 1677 |
|
|
2025
Q1 | $14.1K | Buy |
638
+8
| +1% | +$177 | ﹤0.01% | 1722 |
|
|
2024
Q4 | $14.4K | Buy |
630
+6
| +1% | +$137 | ﹤0.01% | 1733 |
|
|
2024
Q3 | $17.6K | Buy |
624
+7
| +1% | +$197 | ﹤0.01% | 1475 |
|
|
2024
Q2 | $15.3K | Sell |
617
-1,389
| -69% | -$34.4K | ﹤0.01% | 1524 |
|
|
2024
Q1 | $46.6K | Hold |
2,006
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q4 | $51.5K | Buy |
2,006
+48
| +2% | +$1.23K | ﹤0.01% | 1192 |
|
|
2023
Q3 | $42.6K | Sell |
1,958
-744
| -28% | -$16.2K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $79.7K | Buy |
2,702
+1,363
| +102% | +$40.2K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $42.2K | Buy |
1,339
+16
| +1% | +$504 | ﹤0.01% | 1267 |
|
|
2022
Q4 | $34K | Buy |
1,323
+12
| +0.9% | +$308 | ﹤0.01% | 1127 |
|
|
2022
Q3 | $41K | Buy |
1,311
+11
| +0.8% | +$344 | ﹤0.01% | 1019 |
|
|
2022
Q2 | $45K | Buy |
1,300
+9
| +0.7% | +$312 | ﹤0.01% | 1331 |
|
|
2022
Q1 | $53K | Sell |
1,291
-230
| -15% | -$9.44K | ﹤0.01% | 1424 |
|
|
2021
Q4 | $54K | Buy |
1,521
+26
| +2% | +$923 | ﹤0.01% | 1681 |
|
|
2021
Q3 | $55K | Buy |
1,495
+11
| +0.7% | +$405 | ﹤0.01% | 1431 |
|
|
2021
Q2 | $57K | Sell |
1,484
-6
| -0.4% | -$230 | ﹤0.01% | 1422 |
|
|
2021
Q1 | $63K | Buy |
+1,490
| New | +$63K | ﹤0.01% | 1605 |
|