Cerity Partners’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $597K | Sell |
26,920
-18,230
| -40% | -$404K | ﹤0.01% | 1772 |
|
2025
Q1 | $1.04M | Buy |
45,150
+15,239
| +51% | +$350K | ﹤0.01% | 1404 |
|
2024
Q4 | $985K | Sell |
29,911
-3,856
| -11% | -$127K | ﹤0.01% | 1415 |
|
2024
Q3 | $1.18M | Buy |
33,767
+5,925
| +21% | +$206K | ﹤0.01% | 1324 |
|
2024
Q2 | $901K | Sell |
27,842
-35,101
| -56% | -$1.14M | ﹤0.01% | 1269 |
|
2024
Q1 | $2.16M | Buy |
62,943
+292
| +0.5% | +$10K | 0.01% | 938 |
|
2023
Q4 | $2.49M | Buy |
62,651
+22,419
| +56% | +$890K | 0.01% | 697 |
|
2023
Q3 | $1.56M | Sell |
40,232
-17,016
| -30% | -$658K | 0.01% | 640 |
|
2023
Q2 | $2.63M | Sell |
57,248
-1,061
| -2% | -$48.8K | 0.01% | 651 |
|
2023
Q1 | $2.68M | Buy |
58,309
+1,677
| +3% | +$77.2K | 0.01% | 627 |
|
2022
Q4 | $2.51M | Buy |
56,632
+39,636
| +233% | +$1.76M | 0.02% | 488 |
|
2022
Q3 | $713K | Sell |
16,996
-29,472
| -63% | -$1.24M | 0.01% | 591 |
|
2022
Q2 | $2.31M | Buy |
46,468
+33,220
| +251% | +$1.65M | 0.03% | 374 |
|
2022
Q1 | $734K | Buy |
13,248
+21
| +0.2% | +$1.16K | 0.01% | 503 |
|
2021
Q4 | $688K | Buy |
13,227
+983
| +8% | +$51.1K | 0.01% | 511 |
|
2021
Q3 | $613K | Sell |
12,244
-5,530
| -31% | -$277K | 0.01% | 427 |
|
2021
Q2 | $877K | Sell |
17,774
-1,216
| -6% | -$60K | 0.02% | 381 |
|
2021
Q1 | $857K | Sell |
18,990
-137
| -0.7% | -$6.18K | 0.02% | 370 |
|
2020
Q4 | $819K | Sell |
19,127
-2,646
| -12% | -$113K | 0.03% | 332 |
|
2020
Q3 | $903K | Buy |
+21,773
| New | +$903K | 0.04% | 257 |
|
2019
Q2 | – | Sell |
-7,395
| Closed | -$328K | – | 491 |
|
2019
Q1 | $328K | Sell |
7,395
-3,870
| -34% | -$172K | 0.02% | 404 |
|
2018
Q4 | $445K | Buy |
11,265
+1,868
| +20% | +$73.8K | 0.03% | 331 |
|
2018
Q3 | $381K | Buy |
9,397
+695
| +8% | +$28.2K | 0.03% | 376 |
|
2018
Q2 | $352K | Buy |
8,702
+2,535
| +41% | +$103K | 0.03% | 391 |
|
2018
Q1 | $265K | Sell |
6,167
-4,627
| -43% | -$199K | 0.02% | 456 |
|
2017
Q4 | $518K | Buy |
10,794
+3,236
| +43% | +$155K | 0.03% | 332 |
|
2017
Q3 | $354K | Buy |
+7,558
| New | +$354K | 0.03% | 396 |
|