Barrett Asset Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-850
| Closed | -$44K | – | 249 |
|
|
2021
Q4 | $44K | Hold |
850
| – | – | ﹤0.01% | 406 |
|
|
2021
Q3 | $43K | Hold |
850
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $42K | Hold |
850
| – | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $38K | Hold |
850
| – | – | ﹤0.01% | 323 |
|
|
2020
Q4 | $36K | Hold |
850
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $35K | Sell |
850
-137
| -14% | -$5.64K | ﹤0.01% | 271 |
|
|
2020
Q2 | $41K | Buy |
987
+137
| +16% | +$5.69K | ﹤0.01% | 260 |
|
|
2020
Q1 | $35K | Hold |
850
| – | – | ﹤0.01% | 239 |
|
|
2019
Q4 | $39K | Buy |
+850
| New | +$39K | ﹤0.01% | 259 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$2K | – | 362 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 355 |
|
|
2018
Q2 | – | Sell |
-388
| Closed | -$17K | – | 376 |
|
|
2018
Q1 | $17K | Buy |
+388
| New | +$17K | ﹤0.01% | 319 |
|
|
2016
Q2 | – | Sell |
-85
| Closed | -$4K | – | 339 |
|
|
2016
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 359 |
|
|
2015
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 305 |
|