Cresset Asset Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,699
| Closed | -$309K | – | 1693 |
|
|
2024
Q3 | $309K | Buy |
8,699
+1,112
| +15% | +$39.5K | ﹤0.01% | 1755 |
|
|
2024
Q2 | $250K | Buy |
+7,587
| New | +$250K | ﹤0.01% | 1755 |
|
|
2023
Q3 | – | Sell |
-5,008
| Closed | -$232K | – | 1764 |
|
|
2023
Q2 | $232K | Buy |
+5,008
| New | +$232K | ﹤0.01% | 1528 |
|
|
2020
Q1 | – | Sell |
-7,362
| Closed | -$341K | – | 602 |
|
|
2019
Q4 | $341K | Buy |
7,362
+34
| +0.5% | +$1.58K | 0.01% | 383 |
|
|
2019
Q3 | $359K | Buy |
+7,328
| New | +$359K | 0.01% | 335 |
|
|
2019
Q2 | – | Sell |
-2,777
| Closed | -$125K | – | 598 |
|
|
2019
Q1 | $125K | Buy |
2,777
+460
| +20% | +$20.7K | ﹤0.01% | 493 |
|
|
2018
Q4 | $93K | Buy |
+2,317
| New | +$93K | 0.01% | 341 |
|