CFM Wealth Partners’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 |
-5,850
| Closed | -$204K | – | 142 |
|
|
2024
Q3 | $204K | Sell |
5,850
-1,586
| -21% | -$55.2K | 0.04% | 140 |
|
|
2024
Q2 | $241K | Buy |
7,436
+1,364
| +22% | +$44.2K | 0.04% | 137 |
|
|
2024
Q1 | $206K | Buy |
6,072
+803
| +15% | +$27.3K | 0.04% | 150 |
|
|
2023
Q4 | $207K | Buy |
+5,269
| New | +$207K | 0.05% | 156 |
|
|
2020
Q3 | – | Sell |
-2,650
| Closed | -$110K | – | 184 |
|
|
2020
Q2 | $110K | Sell |
2,650
-83
| -3% | -$3.45K | 0.04% | 192 |
|
|
2020
Q1 | $112K | Buy |
+2,733
| New | +$112K | 0.05% | 182 |
|