Sequoia Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Sell
65,767
-312
-0.5% -$10.2K 0.01% 450
2025
Q1
$1.84M Buy
+66,079
New +$1.84M 0.01% 450
2024
Q4
Sell
-67,604
Closed -$2.21M 1347
2024
Q3
$2.21M Buy
+67,604
New +$2.21M 0.02% 360