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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