Tacita Capital’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 | $2.91M | Hold |
114,344
| – | – | 1.87% | 17 |
|
|
2025
Q1 | $2.53M | Sell |
114,344
-262
| -0.2% | -$5.8K | 1.82% | 20 |
|
|
2024
Q4 | $2.6M | Buy |
114,606
+23
| +0% | +$523 | 1.86% | 18 |
|
|
2024
Q3 | $3.24M | Buy |
114,583
+1,957
| +2% | +$55.3K | 2.11% | 15 |
|
|
2024
Q2 | $2.78M | Sell |
112,626
-6,300
| -5% | -$156K | 1.97% | 17 |
|
|
2024
Q1 | $2.77M | Hold |
118,926
| – | – | 1.92% | 18 |
|
|
2023
Q4 | $3.13M | Buy |
118,926
+10,915
| +10% | +$288K | 2.32% | 14 |
|
|
2023
Q3 | $2.35M | Buy |
108,011
+20,000
| +23% | +$436K | 1.84% | 19 |
|
|
2023
Q2 | $2.6M | Hold |
88,011
| – | – | 1.91% | 18 |
|
|
2023
Q1 | $2.77M | Buy |
88,011
+2,215
| +3% | +$69.7K | 2.09% | 17 |
|
|
2022
Q4 | $2.17M | Buy |
85,796
+7,175
| +9% | +$182K | 1.63% | 24 |
|
|
2022
Q3 | $2.46M | Hold |
78,621
| – | – | 1.91% | 19 |
|
|
2022
Q2 | $2.73M | Buy |
78,621
+11,535
| +17% | +$401K | 1.89% | 18 |
|
|
2022
Q1 | $2.76M | Hold |
67,086
| – | – | 1.59% | 27 |
|
|
2021
Q4 | $2.4M | Sell |
67,086
-615
| -0.9% | -$22K | 1.37% | 29 |
|
|
2021
Q3 | $2.48M | Buy |
67,701
+2,971
| +5% | +$109K | 1.52% | 25 |
|
|
2021
Q2 | $2.5M | Buy |
64,730
+8,260
| +15% | +$319K | 1.51% | 25 |
|
|
2021
Q1 | $2.41M | Sell |
56,470
-13,246
| -19% | -$565K | 1.56% | 24 |
|
|
2020
Q4 | $3M | Buy |
+69,716
| New | +$3M | 1.98% | 17 |
|