Alliance Wealth Advisors (Utah)’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-43,355
| Closed | -$1.71M | – | 231 |
|
2023
Q4 | $1.71M | Sell |
43,355
-270
| -0.6% | -$10.6K | 0.57% | 55 |
|
2023
Q3 | $1.67M | Buy |
43,625
+2,564
| +6% | +$97.9K | 0.62% | 51 |
|
2023
Q2 | $1.87M | Buy |
41,061
+1,371
| +3% | +$62.5K | 0.7% | 51 |
|
2023
Q1 | $1.78M | Buy |
39,690
+1,058
| +3% | +$47.4K | 0.72% | 45 |
|
2022
Q4 | $1.7M | Buy |
+38,632
| New | +$1.7M | 0.76% | 44 |
|