WealthTrust Axiom’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $438K | Hold |
13,425
| – | – | 0.11% | 158 |
|
|
2025
Q4 | $362K | Sell |
13,425
-270
| -2% | -$7.68K | 0.09% | 174 |
|
|
2025
Q3 | $353K | Sell |
13,695
-1,920
| -12% | -$49.5K | 0.09% | 176 |
|
|
2025
Q2 | $398K | Sell |
15,615
-750
| -5% | -$17.6K | 0.12% | 155 |
|
|
2025
Q1 | $363K | Sell |
16,365
-1,575
| -9% | -$35.2K | 0.11% | 168 |
|
|
2024
Q4 | $409K | Hold |
17,940
| – | – | 0.12% | 160 |
|
|
2024
Q3 | $506K | Hold |
17,940
| – | – | 0.15% | 138 |
|
|
2024
Q2 | $444K | Buy |
17,940
+500
| +3% | +$12.4K | 0.15% | 140 |
|
|
2024
Q1 | $405K | Sell |
17,440
-500
| -3% | -$12.1K | 0.13% | 154 |
|
|
2023
Q4 | $471K | Sell |
17,940
-1,500
| -8% | -$35.5K | 0.16% | 131 |
|
|
2023
Q3 | $423K | Hold |
19,440
| – | – | 0.15% | 140 |
|
|
2023
Q2 | $573K | Sell |
19,440
-650
| -3% | -$20K | 0.19% | 110 |
|
|
2023
Q1 | $633K | Sell |
20,090
-1,875
| -9% | -$52.9K | 0.22% | 101 |
|
|
2022
Q4 | $557K | Hold |
21,965
| – | – | 0.19% | 107 |
|
|
2022
Q3 | $687K | Hold |
21,965
| – | – | 0.26% | 81 |
|
|
2022
Q2 | $764K | Hold |
21,965
| – | – | 0.27% | 82 |
|
|
2022
Q1 | $902K | Hold |
21,965
| – | – | 0.28% | 79 |
|
|
2021
Q4 | $786K | Hold |
21,965
| – | – | 0.25% | 89 |
|
|
2021
Q3 | $810K | Sell |
21,965
-750
| -3% | -$29.1K | 0.27% | 84 |
|
|
2021
Q2 | $876K | Buy |
22,715
+120
| +0.5% | +$4.75K | 0.28% | 80 |
|
|
2021
Q1 | $962K | Buy |
22,595
+5
| +0% | +$221 | 0.33% | 74 |
|
|
2020
Q4 | $974K | Hold |
22,590
| – | – | 0.35% | 70 |
|
|
2020
Q3 | $791K | Sell |
22,590
-7,004
| -24% | -$207K | 0.34% | 66 |
|
|
2020
Q2 | $755K | Buy |
29,594
+18
| +0.1% | +$452 | 0.33% | 69 |
|
|
2020
Q1 | $669K | Sell |
29,576
-4,691
| -14% | -$119K | 0.33% | 69 |
|
|
2019
Q4 | $851K | Sell |
34,267
-3,753
| -10% | -$88.6K | 0.28% | 83 |
|
|
2019
Q3 | $823K | Sell |
38,020
-938
| -2% | -$18.3K | 0.29% | 82 |
|
|
2019
Q2 | $718K | Sell |
38,958
-918
| -2% | -$15.8K | 0.25% | 94 |
|
|
2019
Q1 | $678K | Buy |
+39,876
| New | +$629K | 0.24% | 95 |
|
Other funds holding BEP
BC
