Beverly Hills Private Wealth’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,511
| Closed | -$575K | – | 338 |
|
|
2024
Q3 | $575K | Sell |
16,511
-2,909
| -15% | -$101K | 0.12% | 169 |
|
|
2024
Q2 | $629K | Sell |
19,420
-1,404
| -7% | -$45.4K | 0.14% | 160 |
|
|
2024
Q1 | $708K | Buy |
20,824
+9,137
| +78% | +$310K | 0.16% | 141 |
|
|
2023
Q4 | $460K | Sell |
11,687
-10,918
| -48% | -$430K | 0.12% | 182 |
|
|
2023
Q3 | $864K | Sell |
22,605
-13,903
| -38% | -$531K | 0.26% | 94 |
|
|
2023
Q2 | $1.53M | Buy |
36,508
+19,641
| +116% | +$826K | 0.25% | 91 |
|
|
2023
Q1 | $755K | Buy |
16,867
+7,161
| +74% | +$321K | 0.23% | 104 |
|
|
2022
Q4 | $427K | Buy |
+9,706
| New | +$427K | 0.19% | 125 |
|