Clearstead Trust’s Brookfield Renewable BEPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.62K	Buy	263 +196	+293%	+$6.43K	﹤0.01%	625
2025 Q1	$1.87K	Hold	67	–	–	﹤0.01%	772
2024 Q4	$1.85K	Buy	+67	New	+$1.85K	﹤0.01%	416
2020 Q4	–	Sell	-3,149	Closed	-$123K	–	183
2020 Q3	$123K	Buy	+3,149	New	+$123K	0.1%	98