Apollon Wealth Management’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
$413K Buy
16,202
+1,102
+7% +$28.1K 0.01% 871
2025
Q1
$335K Buy
15,100
+34
+0.2% +$753 0.01% 917
2024
Q4
$343K Buy
15,066
+1,067
+8% +$24.3K 0.01% 892
2024
Q3
$394K Buy
13,999
+945
+7% +$26.6K 0.01% 813
2024
Q2
$323K Buy
13,054
+3,360
+35% +$83.2K 0.01% 828
2024
Q1
$225K Buy
9,694
+772
+9% +$17.9K 0.01% 991
2023
Q4
$234K Buy
+8,922
New +$234K 0.01% 937
2023
Q2
Sell
-10,675
Closed -$336K 946
2023
Q1
$336K Buy
10,675
+791
+8% +$24.9K 0.02% 651
2022
Q4
$250K Buy
9,884
+173
+2% +$4.38K 0.02% 717
2022
Q3
$304K Buy
+9,711
New +$304K 0.03% 592