Cerro Pacific Wealth Advisors’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 |
-11,483
| Closed | -$372K | – | 164 |
|
|
2024
Q3 | $372K | Hold |
11,483
| – | – | 0.14% | 112 |
|
|
2024
Q2 | $372K | Buy |
+11,483
| New | +$372K | 0.14% | 112 |
|
|
2023
Q1 | $550K | Buy |
12,286
+4,823
| +65% | +$216K | 0.3% | 82 |
|
|
2022
Q4 | $328K | Buy |
7,463
+276
| +4% | +$12.1K | 0.17% | 125 |
|
|
2022
Q3 | $301K | Buy |
7,187
+718
| +11% | +$30.1K | 0.18% | 120 |
|
|
2022
Q2 | $318K | Buy |
+6,469
| New | +$318K | 0.2% | 118 |
|