BWM
BKM Wealth Management’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
19,672
-294
| -1% | -$9.64K | 0.25% | 92 |
|
|
2025
Q1 | $557K | Buy |
19,966
+2,093
| +12% | +$58.4K | 0.23% | 101 |
|
|
2024
Q4 | $494K | Sell |
17,873
-147
| -0.8% | -$4.07K | 0.2% | 107 |
|
|
2024
Q3 | $589K | Sell |
18,020
-1,044
| -5% | -$34.1K | 0.24% | 104 |
|
|
2024
Q2 | $541K | Buy |
19,064
+3,181
| +20% | +$90.3K | 0.26% | 101 |
|
|
2024
Q1 | $390K | Buy |
15,883
+2,797
| +21% | +$68.7K | 0.17% | 120 |
|
|
2023
Q4 | $377K | Buy |
+13,086
| New | +$377K | 0.16% | 111 |
|