EP Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,470	Closed	-$4.82M	–	687
2023 Q1	$4.82M	Sell	19,470 -72,482	-79%	-$17.9M	0.08%	139
2022 Q4	$2.33M	Sell	91,952 -400	-0.4%	-$10.1K	0.04%	210
2022 Q3	$2.89M	Buy	+92,352	New	+$2.89M	0.07%	158