Carson Wealth (CWM LLC)’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $252K | Sell |
6,335
-365
| -5% | -$14.9K | ﹤0.01% | 2529 |
|
|
2025
Q4 | $257K | Buy |
6,700
+2,158
| +48% | +$86.8K | ﹤0.01% | 2361 |
|
|
2025
Q3 | $156K | Buy |
4,542
+724
| +19% | +$24.8K | ﹤0.01% | 2632 |
|
|
2025
Q2 | $125K | Sell |
3,818
-240
| -6% | -$7.01K | ﹤0.01% | 2531 |
|
|
2025
Q1 | $113K | Buy |
4,058
+516
| +15% | +$14.1K | ﹤0.01% | 2333 |
|
|
2024
Q4 | $98K | Sell |
3,542
-1,213
| -26% | -$37.3K | ﹤0.01% | 2292 |
|
|
2024
Q3 | $155K | Buy |
4,755
+686
| +17% | +$19.9K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $115K | Buy |
4,069
+353
| +9% | +$9.87K | ﹤0.01% | 1880 |
|
|
2024
Q1 | $91K | Buy |
3,716
+465
| +14% | +$12.2K | ﹤0.01% | 1929 |
|
|
2023
Q4 | $94K | Buy |
3,251
+2,380
| +273% | +$60.7K | ﹤0.01% | 1806 |
|
|
2023
Q3 | $21K | Sell |
871
-285
| -25% | -$8.27K | ﹤0.01% | 2640 |
|
|
2023
Q2 | $36K | Buy |
1,156
+6
| +0.5% | +$202 | ﹤0.01% | 2221 |
|
|
2023
Q1 | $40K | Sell |
1,150
-182
| -14% | -$5.51K | ﹤0.01% | 2026 |
|
|
2022
Q4 | $37K | Buy |
1,332
+851
| +177% | +$26.3K | ﹤0.01% | 1928 |
|
|
2022
Q3 | $16K | Buy |
481
+2
| +0.4% | +$77 | ﹤0.01% | 2364 |
|
|
2022
Q2 | $17K | Buy |
479
+55
| +13% | +$2.03K | ﹤0.01% | 2213 |
|
|
2022
Q1 | $19K | Buy |
424
+147
| +53% | +$5.43K | ﹤0.01% | 2100 |
|
|
2021
Q4 | $10K | Buy |
+277
| New | +$10.6K | ﹤0.01% | 2337 |
|
|
2021
Q2 | $38K | Hold |
904
| – | – | ﹤0.01% | 1507 |
|
|
2021
Q1 | $38K | Hold |
904
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q4 | $38K | Sell |
904
-452
| -33% | -$21.7K | ﹤0.01% | 1507 |
|
|
2020
Q3 | $38K | Buy |
+1,356
| New | +$45.5K | ﹤0.01% | 1507 |
|
Other funds holding BEPC
BC
VCM
CBU
