Carson Wealth (CWM LLC)’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
7,152
-1,367
| -16% | -$30.4K | ﹤0.01% | 2364 |
|
|
2025
Q1 | $196K | Sell |
8,519
-2,315
| -21% | -$53.3K | ﹤0.01% | 1930 |
|
|
2024
Q4 | $251K | Buy |
10,834
+2,529
| +30% | +$58.6K | ﹤0.01% | 1691 |
|
|
2024
Q3 | $289K | Buy |
8,305
+947
| +13% | +$33K | ﹤0.01% | 1557 |
|
|
2024
Q2 | $238K | Buy |
7,358
+4,273
| +139% | +$138K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $105K | Sell |
3,085
-2,505
| -45% | -$85.3K | ﹤0.01% | 1850 |
|
|
2023
Q4 | $220K | Sell |
5,590
-152,274
| -96% | -$5.99M | ﹤0.01% | 1385 |
|
|
2023
Q3 | $6.03M | Buy |
157,864
+5,074
| +3% | +$194K | 0.04% | 332 |
|
|
2023
Q2 | $6.97M | Sell |
152,790
-13,728
| -8% | -$626K | 0.04% | 282 |
|
|
2023
Q1 | $7.46M | Sell |
166,518
-2,841
| -2% | -$127K | 0.05% | 259 |
|
|
2022
Q4 | $7.44M | Buy |
169,359
+136
| +0.1% | +$5.98K | 0.05% | 243 |
|
|
2022
Q3 | $7.1M | Buy |
169,223
+4,465
| +3% | +$187K | 0.06% | 234 |
|
|
2022
Q2 | $8.1M | Buy |
164,758
+2,636
| +2% | +$130K | 0.06% | 226 |
|
|
2022
Q1 | $8.99M | Buy |
162,122
+1,828
| +1% | +$101K | 0.06% | 218 |
|
|
2021
Q4 | $8.34M | Buy |
+160,294
| New | +$8.34M | 0.06% | 232 |
|
|
2021
Q2 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2021
Q1 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2020
Q4 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2020
Q3 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2020
Q2 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2020
Q1 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2019
Q4 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2019
Q3 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2019
Q2 | $8.15M | Hold |
165,142
| – | – | 0.06% | 224 |
|
|
2019
Q1 | $8.15M | Buy |
165,142
+135,020
| +448% | +$6.66M | 0.06% | 224 |
|
|
2018
Q4 | $1.19M | Buy |
30,122
+23,586
| +361% | +$933K | 0.03% | 352 |
|
|
2018
Q3 | $265K | Buy |
6,536
+6,363
| +3,678% | +$258K | 0.01% | 466 |
|
|
2018
Q2 | $7K | Buy |
+173
| New | +$7K | ﹤0.01% | 1090 |
|
|
2017
Q4 | – | Sell |
-491
| Closed | -$23K | – | 1453 |
|
|
2017
Q3 | $23K | Buy |
+491
| New | +$23K | ﹤0.01% | 673 |
|
|
2016
Q1 | – | Sell |
-27
| Closed | -$1K | – | 748 |
|
|
2015
Q4 | $1K | Sell |
27
-13
| -33% | -$481 | ﹤0.01% | 629 |
|
|
2015
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 563 |
|