J.W. Cole Advisors’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	$243K	Buy	9,528 +179	+2%	+$4.57K	0.01%	1255
2025 Q1	$207K	Buy	+9,349	New	+$207K	0.01%	1142
2020 Q4	–	Sell	-9,602	Closed	-$336K	–	655
2020 Q3	$336K	Buy	+9,602	New	+$336K	0.03%	506