Baker Tilly Wealth Management’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 |
-7,355
| Closed | -$290K | – | 416 |
|
|
2023
Q4 | $290K | Sell |
7,355
-598
| -8% | -$23.5K | 0.05% | 388 |
|
|
2023
Q3 | $304K | Sell |
7,953
-22
| -0.3% | -$840 | 0.05% | 365 |
|
|
2023
Q2 | $364K | Sell |
7,975
-13
| -0.2% | -$593 | 0.04% | 420 |
|
|
2023
Q1 | $358K | Buy |
7,988
+22
| +0.3% | +$985 | 0.04% | 415 |
|
|
2022
Q4 | $350K | Sell |
7,966
-2,022
| -20% | -$88.9K | 0.04% | 406 |
|
|
2022
Q3 | $419K | Buy |
9,988
+135
| +1% | +$5.66K | 0.06% | 333 |
|
|
2022
Q2 | $485K | Sell |
9,853
-283
| -3% | -$13.9K | 0.06% | 314 |
|
|
2022
Q1 | $562K | Sell |
10,136
-1,497
| -13% | -$83K | 0.06% | 315 |
|
|
2021
Q4 | $605K | Buy |
11,633
+2,861
| +33% | +$149K | 0.06% | 316 |
|
|
2021
Q3 | $439K | Buy |
8,772
+1,139
| +15% | +$57K | 0.06% | 351 |
|
|
2021
Q2 | $376K | Buy |
+7,633
| New | +$376K | 0.06% | 345 |
|