Montag & Associates’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Hold |
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|
2025
Q2 | $963K | Sell |
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|
2025
Q1 | $848K | Hold |
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|
2024
Q4 | $840K | Sell |
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|
2024
Q3 | $1.15M | Hold |
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|
2024
Q2 | $998K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.72M | Hold |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.71M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.41M | Sell |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $3.15M | Hold |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $2.37M | Buy |
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