Summit Trail 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 Q1	–	Sell	-13,830	Closed	-$315K	–	428
2024 Q4	$315K	Buy	+13,830	New	+$315K	0.01%	282
2020 Q4	–	Sell	-11,550	Closed	-$453K	–	201
2020 Q3	$453K	Buy	+11,550	New	+$453K	0.09%	115