Stratos Wealth Partners’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 | $278K | Buy |
10,888
+70
| +0.6% | +$1.79K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $240K | Sell |
10,818
-1,968
| -15% | -$43.6K | ﹤0.01% | 1193 |
|
|
2024
Q4 | $291K | Buy |
12,786
+32
| +0.3% | +$729 | ﹤0.01% | 1155 |
|
|
2024
Q3 | $359K | Buy |
12,754
+114
| +0.9% | +$3.21K | 0.01% | 1063 |
|
|
2024
Q2 | $313K | Sell |
12,640
-1,912
| -13% | -$47.4K | 0.01% | 1075 |
|
|
2024
Q1 | $338K | Buy |
14,552
+826
| +6% | +$19.2K | 0.01% | 1047 |
|
|
2023
Q4 | $361K | Buy |
13,726
+2,500
| +22% | +$65.7K | 0.01% | 998 |
|
|
2023
Q3 | $244K | Buy |
+11,226
| New | +$244K | 0.01% | 1097 |
|
|
2020
Q2 | – | Sell |
-9,345
| Closed | -$212K | – | 1001 |
|
|
2020
Q1 | $212K | Buy |
9,345
+347
| +4% | +$7.87K | 0.01% | 797 |
|
|
2019
Q4 | $224K | Sell |
8,998
-3,002
| -25% | -$74.7K | 0.01% | 864 |
|
|
2019
Q3 | $260K | Hold |
12,000
| – | – | 0.01% | 777 |
|
|
2019
Q2 | $221K | Buy |
+12,000
| New | +$221K | 0.01% | 842 |
|
|
2018
Q4 | – | Sell |
-5,629
| Closed | -$91K | – | 976 |
|
|
2018
Q3 | $91K | Buy |
+5,629
| New | +$91K | ﹤0.01% | 1169 |
|
|
2018
Q2 | – | Sell |
-5,629
| Closed | -$93K | – | 1113 |
|
|
2018
Q1 | $93K | Hold |
5,629
| – | – | ﹤0.01% | 1245 |
|
|
2017
Q4 | $105K | Buy |
+5,629
| New | +$105K | ﹤0.01% | 1164 |
|