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Principia Wealth Advisory’s Brookfield Renewable BEPC Stock Holding History

Principia Wealth Advisory’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-520
Closed -$13.9K – 948
2025
Q1 		$13.9K Sell
520
-870
-63% -$23.2K 0.01% 116
2024
Q4 		$38.5K Buy
+1,390
New +$38.5K 0.04% 86