Congress Wealth Management’s BCE BCE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,995	Closed	-$206K	–	1181
2025 Q1	$206K	Sell	8,995 -11,361	-56%	-$261K	﹤0.01%	1029
2024 Q4	$472K	Buy	20,356 +3,690	+22%	+$85.5K	0.01%	652
2024 Q3	$580K	Buy	+16,666	New	+$580K	0.01%	610