Smith Salley Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$715K Sell
2024
Q3
$871K Buy
2024
Q2
$751K Buy
2024
Q1
$637K Sell
2023
Q4
$1.53M Sell
2023
Q3
$1.8M Sell
2023
Q2
$2.45M Sell
2023
Q1
$2.73M Buy
2022
Q4
$2.07M Sell
2022
Q3
$2.59M Buy
2022
Q2
$2.81M Buy
2022
Q1
$3.39M Buy
2021
Q4
$2.75M Sell
2021
Q3
$2.92M Buy
2021
Q2
$3M Buy
2021
Q1
$3.24M Buy
2020
Q4
$4M Sell
2020
Q3
$2.77M Buy