WealthTrust Axiom’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 | $222K | Sell |
6,761
-587
| -8% | -$19.2K | 0.07% | 226 |
|
|
2025
Q1 | $205K | Buy |
+7,348
| New | +$205K | 0.06% | 230 |
|
|
2024
Q4 | – | Sell |
-6,722
| Closed | -$220K | – | 259 |
|
|
2024
Q3 | $220K | Buy |
+6,722
| New | +$220K | 0.07% | 229 |
|
|
2023
Q3 | – | Sell |
-6,909
| Closed | -$218K | – | 242 |
|
|
2023
Q2 | $218K | Buy |
+6,909
| New | +$218K | 0.07% | 212 |
|
|
2022
Q2 | – | Sell |
-5,159
| Closed | -$225K | – | 252 |
|
|
2022
Q1 | $225K | Buy |
+5,159
| New | +$225K | 0.07% | 209 |
|
|
2021
Q4 | – | Sell |
-5,533
| Closed | -$214K | – | 271 |
|
|
2021
Q3 | $214K | Sell |
5,533
-187
| -3% | -$7.23K | 0.07% | 216 |
|
|
2021
Q2 | $239K | Hold |
5,720
| – | – | 0.08% | 204 |
|
|
2021
Q1 | $267K | Buy |
5,720
+5
| +0.1% | +$233 | 0.09% | 180 |
|
|
2020
Q4 | $333K | Sell |
5,715
-8
| -0.1% | -$466 | 0.12% | 149 |
|
|
2020
Q3 | $223K | Buy |
+5,723
| New | +$223K | 0.1% | 161 |
|