Aspiriant LLC’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
$221K Buy
2024
Q4
Sell
2024
Q3
$241K Buy
2023
Q2
Sell
2023
Q1
$209K Buy
2022
Q4
Sell
2022
Q3
$208K Hold
2022
Q2
$231K Hold
2022
Q1
$273K Hold
2021
Q4
$238K Hold
2021
Q3
$245K Hold
2021
Q2
$256K Hold
2021
Q1
$283K Hold
2020
Q4
$286K Hold
2020
Q3
$232K Sell
2020
Q2
$212K Buy