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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1K | Hold |
|
|||||
|
2025
Q2 | $1K | Hold |
|
|||||
|
2025
Q1 | $1K | Hold |
|
|||||
|
2024
Q4 | $1K | Hold |
|
|||||
|
2024
Q3 | $1K | Hold |
|
|||||
|
2024
Q2 | $1K | Hold |
|
|||||
|
2024
Q1 | $1K | Sell |
|
|||||
|
2023
Q4 | $13K | Buy |
|
|||||
|
2023
Q3 | $10K | Sell |
|
|||||
|
2023
Q2 | $126K | Hold |
|
|||||
|
2023
Q1 | $135K | Buy |
|
|||||
|
2022
Q4 | $62K | Buy |
|
|||||
|
2022
Q3 | $17K | Buy |
|
|||||
|
2022
Q2 | $16K | Hold |
|
|||||
|
2022
Q1 | $18K | Hold |
|
|||||
|
2021
Q4 | $16K | Buy |
|
|||||
|
2021
Q2 | $139K | Hold |
|
|||||
|
2021
Q1 | $139K | Hold |
|
|||||
|
2020
Q4 | $139K | Sell |
|
|||||
|
2020
Q3 | $139K | Sell |
|
|||||
|
2020
Q2 | $139K | Hold |
|
|||||
|
2020
Q1 | $139K | Hold |
|
|||||
|
2019
Q4 | $139K | Hold |
|
|||||
|
2019
Q3 | $139K | Hold |
|
|||||
|
2019
Q2 | $139K | Hold |
|
|||||
|
2019
Q1 | $139K | Buy |
|