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Blake Schutter Theil Wealth Advisors’s BCE BCE Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio BCE Stock Details BCE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
9,491
-800
-8% -$17.7K 0.24% 100
2025
Q1 		$236K Buy
+10,291
New +$236K 0.27% 99
2024
Q4 		– Sell
-12,525
Closed -$436K – 123
2024
Q3 		$436K Buy
+12,525
New +$436K 0.31% 88