Clearstead Advisors’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	$153K	Buy	3,830 +1,525	+66%	+$62.1K	﹤0.01%	1039
2025 Q4	$88.4K	Buy	2,305 +430	+23%	+$17.3K	﹤0.01%	1164
2025 Q3	$64.5K	Hold	1,875	–	–	﹤0.01%	1196
2025 Q2	$61.5K	Hold	1,875	–	–	﹤0.01%	1222
2025 Q1	$52.4K	Hold	1,875	–	–	﹤0.01%	1162
2024 Q4	$51.9K	Hold	1,875	–	–	﹤0.01%	1153
2024 Q3	$61.2K	Hold	1,875	–	–	﹤0.01%	1158
2024 Q2	$53.2K	Hold	1,875	–	–	﹤0.01%	1148
2024 Q1	$58.8K	Hold	1,875	–	–	﹤0.01%	727
2023 Q4	$54K	Sell	1,875 -1,875	-50%	-$47.8K	﹤0.01%	718
2023 Q3	$89.8K	Buy	3,750 +1,875	+100%	+$54.4K	﹤0.01%	757
2023 Q2	$59.1K	Hold	1,875	–	–	﹤0.01%	695
2023 Q1	$65.5K	Sell	1,875 -1,125	-38%	-$34.1K	﹤0.01%	604
2022 Q4	$82.6K	Hold	3,000	–	–	0.01%	535
2022 Q3	$98K	Hold	3,000	–	–	0.01%	479
2022 Q2	$107K	Buy	+3,000	New	+$111K	0.01%	489
2022 Q1	–	Sell	-1,875	Closed	-$69K	–	1376
2021 Q4	$69K	Hold	1,875	–	–	﹤0.01%	603
2021 Q3	$73K	Sell	1,875 -214	-10%	-$8.97K	0.01%	547
2021 Q2	$88K	Buy	2,089 +214	+11%	+$9.1K	0.01%	474
2021 Q1	$88K	Sell	1,875 -90	-5%	-$4.59K	0.01%	457
2020 Q4	$115K	Buy	+1,965	New	+$94.5K	0.01%	391