Beacon Investment Advisors’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
$409K Buy
12,465
+12
+0.1% +$394 0.18% 114
2025
Q1
$348K Sell
12,453
-129
-1% -$3.6K 0.16% 121
2024
Q4
$348K Sell
12,582
-144
-1% -$3.98K 0.16% 121
2024
Q3
$416K Buy
12,726
+14
+0.1% +$457 0.2% 113
2024
Q2
$361K Buy
+12,712
New +$361K 0.18% 118