Charles Schwab Investment Advisory’s BCE BCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,305,338
Closed -$385M 67
2019
Q4
$385M Buy
8,305,338
+325,345
+4% +$15.1M 0.55% 47
2019
Q3
$386M Buy
7,979,993
+282,302
+4% +$13.7M 0.59% 42
2019
Q2
$350M Buy
7,697,691
+273,004
+4% +$12.4M 0.56% 49
2019
Q1
$330M Buy
7,424,687
+261,519
+4% +$11.6M 0.56% 48
2018
Q4
$283M Buy
7,163,168
+212,106
+3% +$8.38M 0.54% 52
2018
Q3
$282M Buy
6,951,062
+204,811
+3% +$8.3M 0.49% 63
2018
Q2
$273M Buy
+6,746,251
New +$273M 0.5% 59