PWMG
Pinnacle Wealth Management Group’s Brookfield Renewable BEPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $382K | Buy |
11,659
+59
| +0.5% | +$1.93K | 0.22% | 80 |
|
2025
Q1 | $324K | Sell |
11,600
-1,300
| -10% | -$36.3K | 0.23% | 75 |
|
2024
Q4 | $357K | Sell |
12,900
-800
| -6% | -$22.1K | 0.22% | 79 |
|
2024
Q3 | $447K | Buy |
13,700
+3,000
| +28% | +$98K | 0.28% | 68 |
|
2024
Q2 | $304K | Buy |
+10,700
| New | +$304K | 0.21% | 81 |
|