Obermeyer Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.62M Sell
2024
Q2
$1.42M Sell
2024
Q1
$1.31M Sell
2023
Q4
$1.64M Sell
2023
Q3
$1.49M Sell
2023
Q2
$2.15M Sell
2023
Q1
$2.45M Sell
2022
Q4
$2.05M Sell
2022
Q3
$2.52M Buy
2022
Q2
$2.69M Buy
2022
Q1
$676K Hold
2021
Q4
$568K Buy
2021
Q3
$432K Hold
2021
Q2
$466K Buy
2021
Q1
$327K Buy