Sequoia 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
2025 Q2	$5.26M	Sell	206,249 -3,025	-1%	-$77.2K	0.04%	272
2025 Q1	$4.64M	Sell	209,274 -37,357	-15%	-$828K	0.04%	276
2024 Q4	$5.62M	Buy	246,631 +26,950	+12%	+$614K	0.05%	240
2024 Q3	$6.19M	Buy	+219,681	New	+$6.19M	0.07%	196