Beacon Pointe Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,515
| Closed | -$251K | – | 1314 |
|
2023
Q2 | $251K | Buy |
5,515
+618
| +13% | +$28.2K | ﹤0.01% | 930 |
|
2023
Q1 | $219K | Sell |
4,897
-167
| -3% | -$7.48K | ﹤0.01% | 1030 |
|
2022
Q4 | $223K | Buy |
5,064
+221
| +5% | +$9.71K | ﹤0.01% | 959 |
|
2022
Q3 | $205K | Sell |
4,843
-759
| -14% | -$32.1K | ﹤0.01% | 923 |
|
2022
Q2 | $275K | Sell |
5,602
-6,531
| -54% | -$321K | 0.01% | 854 |
|
2022
Q1 | $673K | Buy |
+12,133
| New | +$673K | 0.01% | 723 |
|