Northwest Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,817
Closed -$51.2K 154
2024
Q3
$51.2K Buy
+1,817
New +$51.2K 0.04% 223
2024
Q1
Sell
-2,479
Closed -$65.1K 132
2023
Q4
$65.1K Buy
+2,479
New +$65.1K 0.06% 182