HB Wealth Management’s Brookfield Renewable BEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,975	Closed	-$842K	–	1157
2025 Q1	$842K	Hold	37,975	–	–	0.01%	577
2024 Q4	$865K	Hold	37,975	–	–	0.01%	437
2024 Q3	$1.07M	Hold	37,975	–	–	0.01%	379
2024 Q2	$941K	Buy	+37,975	New	+$941K	0.01%	376