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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Sell |
|
|||||
|
2025
Q2 | $398K | Sell |
|
|||||
|
2025
Q1 | $363K | Sell |
|
|||||
|
2024
Q4 | $409K | Hold |
|
|||||
|
2024
Q3 | $506K | Hold |
|
|||||
|
2024
Q2 | $444K | Buy |
|
|||||
|
2024
Q1 | $405K | Sell |
|
|||||
|
2023
Q4 | $471K | Sell |
|
|||||
|
2023
Q3 | $423K | Hold |
|
|||||
|
2023
Q2 | $573K | Sell |
|
|||||
|
2023
Q1 | $633K | Sell |
|
|||||
|
2022
Q4 | $557K | Hold |
|
|||||
|
2022
Q3 | $687K | Hold |
|
|||||
|
2022
Q2 | $764K | Hold |
|
|||||
|
2022
Q1 | $902K | Hold |
|
|||||
|
2021
Q4 | $786K | Hold |
|
|||||
|
2021
Q3 | $810K | Sell |
|
|||||
|
2021
Q2 | $876K | Buy |
|
|||||
|
2021
Q1 | $962K | Buy |
|
|||||
|
2020
Q4 | $974K | Hold |
|
|||||
|
2020
Q3 | $791K | Sell |
|
|||||
|
2020
Q2 | $755K | Buy |
|
|||||
|
2020
Q1 | $669K | Sell |
|
|||||
|
2019
Q4 | $851K | Sell |
|
|||||
|
2019
Q3 | $823K | Sell |
|
|||||
|
2019
Q2 | $718K | Sell |
|
|||||
|
2019
Q1 | $678K | Buy |
|