Allworth Financial’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	$135K	Buy	5,300 +2,300	+77%	+$58.7K	﹤0.01%	1359
2025 Q1	$67.1K	Hold	3,000	–	–	﹤0.01%	1410
2024 Q4	$60.1K	Buy	+3,000	New	+$60.1K	﹤0.01%	1486