Strategic Wealth Partners’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
+21,200
| New | +$695K | 0.05% | 180 |
|
|
2024
Q4 | $280K | Hold |
10,200
| – | – | 0.02% | 272 |
|
|
2024
Q3 | $333K | Buy |
10,200
+200
| +2% | +$6.53K | 0.03% | 245 |
|
|
2024
Q2 | $284K | Hold |
10,000
| – | – | 0.03% | 248 |
|
|
2024
Q1 | $246K | Hold |
10,000
| – | – | 0.03% | 251 |
|
|
2023
Q4 | $288K | Hold |
10,000
| – | – | 0.04% | 227 |
|
|
2023
Q3 | $239K | Hold |
10,000
| – | – | 0.03% | 259 |
|
|
2023
Q2 | $315K | Buy |
+10,000
| New | +$315K | 0.04% | 243 |
|