Toth Financial Advisory’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-680
| Closed | -$18.8K | – | 708 |
|
|
2024
Q4 | $18.8K | Hold |
680
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $22.2K | Hold |
680
| – | – | ﹤0.01% | 372 |
|
|
2024
Q2 | $19.3K | Buy |
680
+65
| +11% | +$1.85K | ﹤0.01% | 397 |
|
|
2024
Q1 | $15.1K | Hold |
615
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $17.7K | Hold |
615
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $14.7K | Hold |
615
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $19.4K | Hold |
615
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $21.5K | Hold |
615
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $16.9K | Hold |
615
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $20K | Hold |
615
| – | – | ﹤0.01% | 373 |
|
|
2022
Q2 | $22K | Hold |
615
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $27K | Hold |
615
| – | – | ﹤0.01% | 346 |
|
|
2021
Q4 | $23K | Hold |
615
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $24K | Hold |
615
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $26K | Hold |
615
| – | – | ﹤0.01% | 340 |
|
|
2021
Q1 | $29K | Hold |
615
| – | – | ﹤0.01% | 332 |
|
|
2020
Q4 | $36K | Hold |
615
| – | – | 0.01% | 278 |
|
|
2020
Q3 | $24K | Buy |
+615
| New | +$24K | ﹤0.01% | 287 |
|