Burney Company’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 |
-24,784
| Closed | -$862K | – | 584 |
|
2024
Q3 | $862K | Buy |
+24,784
| New | +$862K | 0.03% | 342 |
|
2023
Q3 | – | Sell |
-4,598
| Closed | -$210K | – | 566 |
|
2023
Q2 | $210K | Hold |
4,598
| – | – | 0.01% | 544 |
|
2023
Q1 | $206K | Sell |
4,598
-124
| -3% | -$5.55K | 0.01% | 539 |
|
2022
Q4 | $208K | Buy |
+4,722
| New | +$208K | 0.01% | 523 |
|
2022
Q3 | – | Sell |
-4,598
| Closed | -$226K | – | 546 |
|
2022
Q2 | $226K | Hold |
4,598
| – | – | 0.01% | 508 |
|
2022
Q1 | $255K | Hold |
4,598
| – | – | 0.01% | 520 |
|
2021
Q4 | $239K | Hold |
4,598
| – | – | 0.01% | 539 |
|
2021
Q3 | $230K | Hold |
4,598
| – | – | 0.01% | 535 |
|
2021
Q2 | $227K | Hold |
4,598
| – | – | 0.01% | 548 |
|
2021
Q1 | $208K | Buy |
+4,598
| New | +$208K | 0.01% | 541 |
|
2020
Q3 | – | Sell |
-4,798
| Closed | -$200K | – | 503 |
|
2020
Q2 | $200K | Buy |
+4,798
| New | +$200K | 0.01% | 464 |
|
2018
Q1 | – | Sell |
-4,375
| Closed | -$210K | – | 414 |
|
2017
Q4 | $210K | Hold |
4,375
| – | – | 0.01% | 412 |
|
2017
Q3 | $205K | Buy |
+4,375
| New | +$205K | 0.01% | 384 |
|
2017
Q1 | – | Sell |
-4,995
| Closed | -$216K | – | 392 |
|
2016
Q4 | $216K | Hold |
4,995
| – | – | 0.01% | 359 |
|
2016
Q3 | $231K | Buy |
4,995
+332
| +7% | +$15.4K | 0.02% | 350 |
|
2016
Q2 | $221K | Hold |
4,663
| – | – | 0.02% | 345 |
|
2016
Q1 | $212K | Buy |
+4,663
| New | +$212K | 0.02% | 367 |
|
2015
Q4 | – | Sell |
-4,888
| Closed | -$200K | – | 378 |
|
2015
Q3 | $200K | Buy |
4,888
+100
| +2% | +$4.09K | 0.02% | 357 |
|
2015
Q2 | $203K | Buy |
4,788
+32
| +0.7% | +$1.36K | 0.01% | 384 |
|
2015
Q1 | $201K | Buy |
4,756
+150
| +3% | +$6.34K | 0.01% | 397 |
|
2014
Q4 | $211K | Sell |
4,606
-150
| -3% | -$6.87K | 0.02% | 368 |
|
2014
Q3 | $203K | Hold |
4,756
| – | – | 0.02% | 388 |
|
2014
Q2 | $216K | Hold |
4,756
| – | – | 0.02% | 386 |
|
2014
Q1 | $205K | Sell |
4,756
-725
| -13% | -$31.3K | 0.02% | 388 |
|
2013
Q4 | $237K | Sell |
5,481
-2,421
| -31% | -$105K | 0.02% | 380 |
|
2013
Q3 | $337K | Sell |
7,902
-1,006
| -11% | -$42.9K | 0.04% | 323 |
|
2013
Q2 | $365K | Buy |
+8,908
| New | +$365K | 0.05% | 301 |
|