Beacon Investment Advisory Services’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,030
| Closed | -$250K | – | 277 |
|
|
2020
Q3 | $250K | Sell |
6,030
-615
| -9% | -$25.5K | 0.01% | 221 |
|
|
2020
Q2 | $278K | Sell |
6,645
-3,616
| -35% | -$151K | 0.02% | 207 |
|
|
2020
Q1 | $419K | Sell |
10,261
-585
| -5% | -$23.9K | 0.03% | 169 |
|
|
2019
Q4 | $503K | Hold |
10,846
| – | – | 0.03% | 171 |
|
|
2019
Q3 | $525K | Sell |
10,846
-120
| -1% | -$5.81K | 0.05% | 154 |
|
|
2019
Q2 | $499K | Sell |
10,966
-810
| -7% | -$36.9K | 0.05% | 139 |
|
|
2019
Q1 | $523K | Hold |
11,776
| – | – | 0.06% | 138 |
|
|
2018
Q4 | $466K | Sell |
11,776
-65
| -0.5% | -$2.57K | 0.05% | 158 |
|
|
2018
Q3 | $480K | Sell |
11,841
-111
| -0.9% | -$4.5K | 0.05% | 164 |
|
|
2018
Q2 | $484K | Buy |
11,952
+1,756
| +17% | +$71.1K | 0.05% | 161 |
|
|
2018
Q1 | $439K | Hold |
10,196
| – | – | 0.05% | 167 |
|
|
2017
Q4 | $490K | Sell |
10,196
-10,196
| -50% | -$490K | 0.05% | 148 |
|
|
2017
Q3 | $954K | Buy |
20,392
+10,196
| +100% | +$477K | 0.08% | 132 |
|
|
2017
Q2 | $459K | Buy |
10,196
+625
| +7% | +$28.1K | 0.08% | 47 |
|
|
2017
Q1 | $424K | Hold |
9,571
| – | – | 0.08% | 45 |
|
|
2016
Q4 | $414K | Buy |
9,571
+395
| +4% | +$17.1K | 0.08% | 40 |
|
|
2016
Q3 | $424K | Sell |
9,176
-25
| -0.3% | -$1.16K | 0.09% | 37 |
|
|
2016
Q2 | $435K | Sell |
9,201
-45
| -0.5% | -$2.13K | 0.09% | 37 |
|
|
2016
Q1 | $421K | Buy |
9,246
+170
| +2% | +$7.74K | 0.09% | 33 |
|
|
2015
Q4 | $351K | Sell |
9,076
-225
| -2% | -$8.7K | 0.07% | 45 |
|
|
2015
Q3 | $381K | Sell |
9,301
-260
| -3% | -$10.7K | 0.07% | 33 |
|
|
2015
Q2 | $406K | Buy |
+9,561
| New | +$406K | 0.06% | 35 |
|