B. Riley Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,046
| Closed | -$282K | – | 1149 |
|
2024
Q3 | $282K | Sell |
8,046
-1,855
| -19% | -$65K | 0.01% | 984 |
|
2024
Q2 | $328K | Sell |
9,901
-7,404
| -43% | -$245K | 0.01% | 989 |
|
2024
Q1 | $673K | Buy |
17,305
+3,855
| +29% | +$150K | 0.02% | 656 |
|
2023
Q4 | $539K | Sell |
13,450
-3,855
| -22% | -$155K | 0.01% | 769 |
|
2023
Q3 | $673K | Buy |
17,305
+721
| +4% | +$28K | 0.02% | 656 |
|
2023
Q2 | $768K | Sell |
16,584
-2,538
| -13% | -$118K | 0.02% | 667 |
|
2023
Q1 | $869K | Sell |
19,122
-82
| -0.4% | -$3.73K | 0.02% | 584 |
|
2022
Q4 | $856K | Sell |
19,204
-1,734
| -8% | -$77.3K | 0.02% | 587 |
|
2022
Q3 | $879K | Buy |
+20,938
| New | +$879K | 0.03% | 546 |
|
2022
Q2 | – | Sell |
-4,901
| Closed | -$272K | – | 1250 |
|
2022
Q1 | $272K | Buy |
+4,901
| New | +$272K | 0.01% | 1058 |
|
2015
Q1 | – | Sell |
-2,267
| Closed | -$104 | – | 697 |
|
2014
Q4 | $104 | Buy |
+2,267
| New | +$104 | ﹤0.01% | 1698 |
|
2014
Q3 | – | Sell |
-1,270
| Closed | -$57.6K | – | 758 |
|
2014
Q2 | $57.6K | Buy |
+1,270
| New | +$57.6K | 0.01% | 973 |
|
2013
Q3 | – | Sell |
-2,527
| Closed | -$104K | – | 669 |
|
2013
Q2 | $104K | Buy |
+2,527
| New | +$104K | 0.04% | 533 |
|