Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47K | Hold |
45
| – | – | ﹤0.01% | 5336 |
|
|
2025
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 5172 |
|
|
2025
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 5082 |
|
|
2025
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 4971 |
|
|
2025
Q1 | $1K | Hold |
45
| – | – | ﹤0.01% | 4866 |
|
|
2024
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 4661 |
|
|
2024
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 4519 |
|
|
2024
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 4314 |
|
|
2024
Q1 | $1K | Sell |
45
-450
| -91% | -$10.9K | ﹤0.01% | 4077 |
|
|
2023
Q4 | $13K | Buy |
495
+45
| +10% | +$1.07K | ﹤0.01% | 3022 |
|
|
2023
Q3 | $10K | Sell |
450
-3,826
| -89% | -$103K | ﹤0.01% | 3117 |
|
|
2023
Q2 | $126K | Hold |
4,276
| – | – | ﹤0.01% | 1449 |
|
|
2023
Q1 | $135K | Buy |
4,276
+1,826
| +75% | +$51.5K | ﹤0.01% | 1352 |
|
|
2022
Q4 | $62K | Buy |
2,450
+1,904
| +349% | +$54.4K | ﹤0.01% | 1615 |
|
|
2022
Q3 | $17K | Buy |
546
+96
| +21% | +$3.55K | ﹤0.01% | 2320 |
|
|
2022
Q2 | $16K | Hold |
450
| – | – | ﹤0.01% | 2248 |
|
|
2022
Q1 | $18K | Hold |
450
| – | – | ﹤0.01% | 2128 |
|
|
2021
Q4 | $16K | Buy |
+450
| New | +$16.6K | ﹤0.01% | 2100 |
|
|
2021
Q2 | $139K | Hold |
3,601
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | $139K | Hold |
3,601
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q4 | $139K | Sell |
3,601
-1,801
| -33% | -$69K | ﹤0.01% | 1018 |
|
|
2020
Q3 | $139K | Sell |
5,402
-1,355
| -20% | -$40K | ﹤0.01% | 1018 |
|
|
2020
Q2 | $139K | Hold |
6,757
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q1 | $139K | Hold |
6,757
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q4 | $139K | Hold |
6,757
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q3 | $139K | Hold |
6,757
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q2 | $139K | Hold |
6,757
| – | – | ﹤0.01% | 1018 |
|
|
2019
Q1 | $139K | Buy |
+6,757
| New | +$107K | ﹤0.01% | 1018 |
|
Other funds holding BEP
BC
