MWM
Modern Wealth Management’s Brookfield Renewable BEPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
14,856
+327
| +2% | +$10.7K | 0.01% | 476 |
|
|
2025
Q1 | $406K | Buy |
14,529
+919
| +7% | +$25.7K | 0.01% | 462 |
|
|
2024
Q4 | $376K | Buy |
13,610
+466
| +4% | +$12.9K | 0.01% | 413 |
|
|
2024
Q3 | $429K | Buy |
13,144
+684
| +5% | +$22.3K | 0.03% | 273 |
|
|
2024
Q2 | $354K | Buy |
+12,460
| New | +$354K | 0.03% | 275 |
|