Beaumont Financial Advisors’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 |
-5,365
| Closed | -$211K | – | 366 |
|
|
2023
Q4 | $211K | Sell |
5,365
-2,735
| -34% | -$108K | 0.02% | 321 |
|
|
2023
Q3 | $309K | Hold |
8,100
| – | – | 0.03% | 239 |
|
|
2023
Q2 | $369K | Buy |
8,100
+7
| +0.1% | +$319 | 0.03% | 235 |
|
|
2023
Q1 | $362K | Sell |
8,093
-365
| -4% | -$16.3K | 0.04% | 218 |
|
|
2022
Q4 | $372K | Sell |
8,458
-42
| -0.5% | -$1.85K | 0.04% | 211 |
|
|
2022
Q3 | $356K | Hold |
8,500
| – | – | 0.03% | 209 |
|
|
2022
Q2 | $418K | Hold |
8,500
| – | – | 0.04% | 196 |
|
|
2022
Q1 | $471K | Hold |
8,500
| – | – | 0.04% | 219 |
|
|
2021
Q4 | $442K | Hold |
8,500
| – | – | 0.03% | 230 |
|
|
2021
Q3 | $426K | Hold |
8,500
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $419K | Sell |
8,500
-880
| -9% | -$43.4K | 0.03% | 243 |
|
|
2021
Q1 | $423K | Sell |
9,380
-110
| -1% | -$4.96K | 0.04% | 219 |
|
|
2020
Q4 | $406K | Buy |
9,490
+260
| +3% | +$11.1K | 0.04% | 223 |
|
|
2020
Q3 | $383K | Sell |
9,230
-495
| -5% | -$20.5K | 0.04% | 226 |
|
|
2020
Q2 | $406K | Sell |
9,725
-495
| -5% | -$20.7K | 0.04% | 203 |
|
|
2020
Q1 | $418K | Sell |
10,220
-100
| -1% | -$4.09K | 0.05% | 162 |
|
|
2019
Q4 | $478K | Sell |
10,320
-715
| -6% | -$33.1K | 0.05% | 184 |
|
|
2019
Q3 | $534K | Hold |
11,035
| – | – | 0.05% | 163 |
|
|
2019
Q2 | $502K | Sell |
11,035
-215
| -2% | -$9.78K | 0.05% | 151 |
|
|
2019
Q1 | $499K | Sell |
11,250
-225
| -2% | -$9.98K | 0.05% | 154 |
|
|
2018
Q4 | $454K | Sell |
11,475
-100
| -0.9% | -$3.96K | 0.07% | 134 |
|
|
2018
Q3 | $469K | Hold |
11,575
| – | – | 0.05% | 153 |
|
|
2018
Q2 | $469K | Sell |
11,575
-1,255
| -10% | -$50.9K | 0.05% | 138 |
|
|
2018
Q1 | $552K | Buy |
12,830
+960
| +8% | +$41.3K | 0.06% | 128 |
|
|
2017
Q4 | $570K | Hold |
11,870
| – | – | 0.07% | 113 |
|
|
2017
Q3 | $556K | Hold |
11,870
| – | – | 0.07% | 112 |
|
|
2017
Q2 | $535K | Sell |
11,870
-1,430
| -11% | -$64.5K | 0.07% | 112 |
|
|
2017
Q1 | $589K | Sell |
13,300
-280
| -2% | -$12.4K | 0.08% | 109 |
|
|
2016
Q4 | $587K | Hold |
13,580
| – | – | 0.09% | 92 |
|
|
2016
Q3 | $627K | Sell |
13,580
-225
| -2% | -$10.4K | 0.1% | 96 |
|
|
2016
Q2 | $653K | Sell |
13,805
-8,295
| -38% | -$392K | 0.11% | 91 |
|
|
2016
Q1 | $936K | Buy |
22,100
+7,150
| +48% | +$303K | 0.15% | 79 |
|
|
2015
Q4 | $577K | Sell |
14,950
-3,470
| -19% | -$134K | 0.1% | 75 |
|
|
2015
Q3 | $783K | Hold |
18,420
| – | – | 0.11% | 85 |
|
|
2015
Q2 | $783K | Sell |
18,420
-4,480
| -20% | -$190K | 0.11% | 85 |
|
|
2015
Q1 | $970K | Sell |
22,900
-8,225
| -26% | -$348K | 0.03% | 96 |
|
|
2014
Q4 | $1.43M | Sell |
31,125
-1,375
| -4% | -$63K | 0.07% | 91 |
|
|
2014
Q3 | $1.39M | Sell |
32,500
-17,210
| -35% | -$736K | 0.09% | 96 |
|
|
2014
Q2 | $2.26M | Sell |
49,710
-144,984
| -74% | -$6.58M | 0.16% | 89 |
|
|
2014
Q1 | $8.4M | Sell |
194,694
-18,825
| -9% | -$812K | 0.69% | 48 |
|
|
2013
Q4 | $9.24M | Buy |
213,519
+874
| +0.4% | +$37.8K | 0.76% | 51 |
|
|
2013
Q3 | $9.08M | Buy |
212,645
+24,937
| +13% | +$1.06M | 0.81% | 49 |
|
|
2013
Q2 | $7.7M | Buy |
+187,708
| New | +$7.7M | 0.71% | 47 |
|