Avalon Investment & Advisory’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-19,171
| Closed | -$920K | – | 347 |
|
2017
Q4 | $920K | Buy |
19,171
+2,729
| +17% | +$131K | 0.03% | 260 |
|
2017
Q3 | $770K | Buy |
16,442
+3,853
| +31% | +$180K | 0.02% | 280 |
|
2017
Q2 | $567K | Buy |
12,589
+2,833
| +29% | +$128K | 0.02% | 309 |
|
2017
Q1 | $432K | Sell |
9,756
-12,546
| -56% | -$556K | 0.01% | 316 |
|
2016
Q4 | $964K | Buy |
22,302
+429
| +2% | +$18.5K | 0.03% | 233 |
|
2016
Q3 | $1.01M | Buy |
21,873
+3,264
| +18% | +$151K | 0.04% | 209 |
|
2016
Q2 | $880K | Buy |
18,609
+821
| +5% | +$38.8K | 0.03% | 201 |
|
2016
Q1 | $810K | Buy |
17,788
+368
| +2% | +$16.8K | 0.04% | 175 |
|
2015
Q4 | $673K | Buy |
17,420
+3,756
| +27% | +$145K | 0.03% | 186 |
|
2015
Q3 | $560K | Buy |
13,664
+3,927
| +40% | +$161K | 0.02% | 194 |
|
2015
Q2 | $414K | Sell |
9,737
-3,028
| -24% | -$129K | 0.02% | 212 |
|
2015
Q1 | $541K | Buy |
12,765
+2,050
| +19% | +$86.9K | 0.02% | 161 |
|
2014
Q4 | $491K | Buy |
+10,715
| New | +$491K | 0.02% | 143 |
|