Carson Wealth (CWM LLC)’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
3,818
-240
| -6% | -$7.86K | ﹤0.01% | 2529 |
|
|
2025
Q1 | $113K | Buy |
4,058
+516
| +15% | +$14.4K | ﹤0.01% | 2331 |
|
|
2024
Q4 | $98K | Sell |
3,542
-1,213
| -26% | -$33.6K | ﹤0.01% | 2290 |
|
|
2024
Q3 | $155K | Buy |
4,755
+686
| +17% | +$22.4K | ﹤0.01% | 1896 |
|
|
2024
Q2 | $115K | Buy |
4,069
+353
| +9% | +$9.98K | ﹤0.01% | 1878 |
|
|
2024
Q1 | $91K | Buy |
3,716
+465
| +14% | +$11.4K | ﹤0.01% | 1927 |
|
|
2023
Q4 | $94K | Buy |
3,251
+2,380
| +273% | +$68.8K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $21K | Sell |
871
-285
| -25% | -$6.87K | ﹤0.01% | 2639 |
|
|
2023
Q2 | $36K | Buy |
1,156
+6
| +0.5% | +$187 | ﹤0.01% | 2218 |
|
|
2023
Q1 | $40K | Sell |
1,150
-182
| -14% | -$6.33K | ﹤0.01% | 2024 |
|
|
2022
Q4 | $37K | Buy |
1,332
+851
| +177% | +$23.6K | ﹤0.01% | 1926 |
|
|
2022
Q3 | $16K | Buy |
481
+2
| +0.4% | +$67 | ﹤0.01% | 2361 |
|
|
2022
Q2 | $17K | Buy |
479
+55
| +13% | +$1.95K | ﹤0.01% | 2210 |
|
|
2022
Q1 | $19K | Buy |
424
+147
| +53% | +$6.59K | ﹤0.01% | 2097 |
|
|
2021
Q4 | $10K | Buy |
+277
| New | +$10K | ﹤0.01% | 2332 |
|
|
2021
Q2 | $38K | Hold |
904
| – | – | ﹤0.01% | 1504 |
|
|
2021
Q1 | $38K | Hold |
904
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q4 | $38K | Sell |
904
-452
| -33% | -$19K | ﹤0.01% | 1504 |
|
|
2020
Q3 | $38K | Hold |
1,356
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q2 | $38K | Hold |
1,356
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q1 | $38K | Hold |
1,356
| – | – | ﹤0.01% | 1504 |
|
|
2019
Q4 | $38K | Hold |
1,356
| – | – | ﹤0.01% | 1504 |
|
|
2019
Q3 | $38K | Hold |
1,356
| – | – | ﹤0.01% | 1504 |
|
|
2019
Q2 | $38K | Hold |
1,356
| – | – | ﹤0.01% | 1504 |
|
|
2019
Q1 | $38K | Buy |
+1,356
| New | +$38K | ﹤0.01% | 1504 |
|