Chesapeake Wealth Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-7,971
| Closed | -$333K | – | 190 |
|
2020
Q2 | $333K | Sell |
7,971
-13,185
| -62% | -$551K | 0.13% | 151 |
|
2020
Q1 | $865K | Sell |
21,156
-7,978
| -27% | -$326K | 0.4% | 77 |
|
2019
Q4 | $1.35M | Buy |
29,134
+2,312
| +9% | +$107K | 0.52% | 55 |
|
2019
Q3 | $1.3M | Buy |
26,822
+9,035
| +51% | +$437K | 0.53% | 51 |
|
2019
Q2 | $809K | Buy |
17,787
+7,163
| +67% | +$326K | 0.34% | 91 |
|
2019
Q1 | $472K | Buy |
+10,624
| New | +$472K | 0.21% | 120 |
|