Valley National Advisers’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
234
| – | – | ﹤0.01% | 620 |
|
|
2025
Q1 | $6K | Hold |
234
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $6K | Hold |
234
| – | – | ﹤0.01% | 603 |
|
|
2024
Q3 | $7K | Sell |
234
-25
| -10% | -$748 | ﹤0.01% | 553 |
|
|
2024
Q2 | $7K | Sell |
259
-20
| -7% | -$541 | ﹤0.01% | 687 |
|
|
2024
Q1 | $6K | Buy |
279
+15
| +6% | +$323 | ﹤0.01% | 731 |
|
|
2023
Q4 | $7K | Buy |
264
+30
| +13% | +$795 | ﹤0.01% | 721 |
|
|
2023
Q3 | $6K | Hold |
234
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $8K | Hold |
234
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $8K | Hold |
234
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $6K | Hold |
234
| – | – | ﹤0.01% | 640 |
|
|
2022
Q3 | $7K | Hold |
234
| – | – | ﹤0.01% | 623 |
|
|
2022
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 580 |
|
|
2022
Q1 | $10K | Hold |
234
| – | – | ﹤0.01% | 600 |
|
|
2021
Q4 | $9K | Hold |
234
| – | – | ﹤0.01% | 616 |
|
|
2021
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 589 |
|
|
2021
Q2 | $10K | Hold |
234
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $11K | Hold |
234
| – | – | ﹤0.01% | 520 |
|
|
2020
Q4 | $14K | Hold |
234
| – | – | ﹤0.01% | 479 |
|
|
2020
Q3 | $9K | Buy |
+234
| New | +$9K | ﹤0.01% | 486 |
|