Washington Trust 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 | $184K | Hold |
7,201
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $160K | Hold |
7,201
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $164K | Hold |
7,201
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $203K | Hold |
7,201
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $178K | Hold |
7,201
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $167K | Hold |
7,201
| – | – | 0.02% | 209 |
|
|
2023
Q4 | $189K | Hold |
7,201
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $157K | Buy |
7,201
+2,548
| +55% | +$55.4K | 0.02% | 205 |
|
|
2023
Q2 | $137K | Hold |
4,653
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $147K | Hold |
4,653
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $118K | Hold |
4,653
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $146K | Hold |
4,653
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $162K | Hold |
4,653
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $191K | Hold |
4,653
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $167K | Buy |
+4,653
| New | +$167K | 0.01% | 275 |
|