American Trust Investment Advisors’s Brookfield Renewable BEP Stock Holding History

American Trust Investment Advisors’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$264K	Sell
2025 Q2	$340K	Hold
2025 Q1	$295K	Hold
2024 Q4	$304K	Hold
2024 Q3	$375K	Sell
2024 Q2	$354K	Hold
2024 Q1	$332K	Hold
2023 Q4	$375K	Buy