Caldwell Trust’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.6K | Sell |
388
-385
|
|
||||
2025
Q1 | $17.7K | Hold |
773
|
|
||||
2024
Q4 | $17.9K | Hold |
773
|
|
||||
2024
Q3 | $26.9K | Sell |
773
-862
|
|
||||
2024
Q2 | $52.9K | Sell |
1,635
-153
|
|
||||
2024
Q1 | $60.8K | Buy |
1,788
+241
|
|
||||
2023
Q4 | $60.9K | Sell |
1,547
-199
|
|
||||
2023
Q3 | $66.6K | Hold |
1,746
|
|
||||
2023
Q2 | $79.6K | Sell |
1,746
-16
|
|
||||
2023
Q1 | $78.9K | Sell |
1,762
-606
|
|
||||
2022
Q4 | $104K | Sell |
2,368
-1,397
|
|
||||
2022
Q3 | $158K | Sell |
3,765
-160
|
|
||||
2022
Q2 | $193K | Sell |
3,925
-395
|
|
||||
2022
Q1 | $240K | Hold |
4,320
|
|
||||
2021
Q4 | $225K | Buy |
4,320
+45
|
|
||||
2021
Q3 | $214K | Sell |
4,275
-900
|
|
||||
2021
Q2 | $255K | Buy |
5,175
+50
|
|
||||
2021
Q1 | $231K | Hold |
5,125
|
|
||||
2020
Q4 | $219K | Hold |
5,125
|
|
||||
2020
Q3 | $213K | Sell |
5,125
-1,100
|
|
||||
2020
Q2 | $260K | Sell |
6,225
-950
|
|
||||
2020
Q1 | $293K | Sell |
7,175
-511
|
|
||||
2019
Q4 | $356K | Buy |
+7,686
|
|