Cary Street Partners Investment Advisory’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,744
| Closed | -$66.6K | – | 735 |
|
2023
Q3 | $66.6K | Buy |
1,744
+1,040
| +148% | +$39.7K | ﹤0.01% | 792 |
|
2023
Q2 | $32.1K | Buy |
704
+85
| +14% | +$3.88K | ﹤0.01% | 922 |
|
2023
Q1 | $27.7K | Sell |
619
-99
| -14% | -$4.43K | ﹤0.01% | 889 |
|
2022
Q4 | $31.6K | Buy |
+718
| New | +$31.6K | ﹤0.01% | 850 |
|
2021
Q2 | – | Sell |
-38,846
| Closed | -$104K | – | 318 |
|
2021
Q1 | $104K | Buy |
38,846
+33,556
| +634% | +$89.8K | 0.04% | 234 |
|
2020
Q4 | $226K | Buy |
+5,290
| New | +$226K | 0.04% | 307 |
|