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 |
|