Strategic Wealth Partners’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
Q3
$732K Buy
2025
Q2
$695K Buy
2024
Q4
$280K Hold
2024
Q3
$333K Buy
2024
Q2
$284K Hold
2024
Q1
$246K Hold
2023
Q4
$288K Hold
2023
Q3
$239K Hold
2023
Q2
$315K Buy