Concord Wealth Partners’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-230
| Closed | -$8.78K | – | 831 |
|
|
2023
Q3 | $8.78K | Hold |
230
| – | – | ﹤0.01% | 636 |
|
|
2023
Q2 | $10.5K | Sell |
230
-551
| -71% | -$25.1K | ﹤0.01% | 597 |
|
|
2023
Q1 | $35K | Hold |
781
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $34.3K | Buy |
+781
| New | +$34.3K | 0.01% | 437 |
|
|
2022
Q3 | – | Sell |
-781
| Closed | -$38K | – | 248 |
|
|
2022
Q2 | $38K | Sell |
781
-869
| -53% | -$42.3K | 0.01% | 415 |
|
|
2022
Q1 | $92K | Buy |
1,650
+861
| +109% | +$48K | 0.02% | 314 |
|
|
2021
Q4 | $41K | Buy |
789
+559
| +243% | +$29K | 0.01% | 488 |
|
|
2021
Q3 | $12K | Hold |
230
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $10K | Buy |
+230
| New | +$10K | ﹤0.01% | 581 |
|