U.S. Capital Wealth Advisors’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 | $736K | Buy |
28,850
+4,250
| +17% | +$108K | 0.02% | 500 |
|
|
2025
Q1 | $545K | Buy |
24,600
+1,600
| +7% | +$35.5K | 0.02% | 572 |
|
|
2024
Q4 | $524K | Buy |
23,000
+5,000
| +28% | +$114K | 0.02% | 551 |
|
|
2024
Q3 | $507K | Hold |
18,000
| – | – | 0.02% | 471 |
|
|
2024
Q2 | $446K | Buy |
18,000
+7,500
| +71% | +$186K | 0.02% | 479 |
|
|
2024
Q1 | $244K | Buy |
+10,500
| New | +$244K | 0.01% | 607 |
|
|
2023
Q1 | – | Sell |
-4,125
| Closed | -$105K | – | 727 |
|
|
2022
Q4 | $105K | Buy |
+4,125
| New | +$105K | ﹤0.01% | 734 |
|