Van Hulzen Asset Management’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,786
| Closed | -$63.5K | – | 379 |
|
|
2024
Q4 | $63.5K | Buy |
+2,786
| New | +$63.5K | ﹤0.01% | 461 |
|
|
2023
Q3 | – | Sell |
-7,086
| Closed | -$209K | – | 301 |
|
|
2023
Q2 | $209K | Hold |
7,086
| – | – | 0.02% | 290 |
|
|
2023
Q1 | $223K | Buy |
+7,086
| New | +$223K | 0.02% | 265 |
|
|
2022
Q4 | – | Sell |
-8,503
| Closed | -$266K | – | 283 |
|
|
2022
Q3 | $266K | Buy |
8,503
+200
| +2% | +$6.26K | 0.03% | 225 |
|
|
2022
Q2 | $289K | Sell |
8,303
-282
| -3% | -$9.82K | 0.03% | 225 |
|
|
2022
Q1 | $353K | Hold |
8,585
| – | – | 0.04% | 211 |
|
|
2021
Q4 | $307K | Buy |
8,585
+600
| +8% | +$21.5K | 0.03% | 237 |
|
|
2021
Q3 | $295K | Sell |
7,985
-300
| -4% | -$11.1K | 0.04% | 216 |
|
|
2021
Q2 | $320K | Buy |
8,285
+2,400
| +41% | +$92.7K | 0.05% | 204 |
|
|
2021
Q1 | $251K | Buy |
5,885
+300
| +5% | +$12.8K | 0.04% | 216 |
|
|
2020
Q4 | $241K | Buy |
+5,585
| New | +$241K | 0.04% | 237 |
|