Waterfront Wealth’s Brookfield Renewable BEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Buy
2025
Q2
$267K Hold
2025
Q1
$232K Hold
2024
Q4
$238K Hold
2024
Q3
$277K Hold
2024
Q2
$259K Sell
2024
Q1
$240K Hold
2023
Q4
$295K Sell
2023
Q3
$309K Hold
2023
Q2
$416K Hold
2023
Q1
$437K Hold
2022
Q4
$406K Sell
2022
Q3
$435K Hold
2022
Q2
$515K Hold
2022
Q1
$596K Hold
2021
Q4
$530K Hold
2021
Q3
$547K Sell
2021
Q2
$590K Hold
2021
Q1
$654K Hold
2020
Q4
$660K Buy