Curated 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
Q3 | – | Sell |
-4,979
| Closed | -$227K | – | 136 |
|
|
2023
Q2 | $227K | Hold |
4,979
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $223K | Sell |
4,979
-861
| -15% | -$38.6K | 0.05% | 115 |
|
|
2022
Q4 | $257K | Sell |
5,840
-184
| -3% | -$8.09K | 0.06% | 108 |
|
|
2022
Q3 | $254K | Sell |
6,024
-1,015
| -14% | -$42.8K | 0.07% | 104 |
|
|
2022
Q2 | $345K | Buy |
7,039
+1,791
| +34% | +$87.8K | 0.1% | 90 |
|
|
2022
Q1 | $271K | Hold |
5,248
| – | – | 0.09% | 118 |
|
|
2021
Q4 | $271K | Sell |
5,248
-2,063
| -28% | -$107K | 0.09% | 122 |
|
|
2021
Q3 | $366K | Buy |
7,311
+89
| +1% | +$4.46K | 0.2% | 96 |
|
|
2021
Q2 | $356K | Sell |
7,222
-569
| -7% | -$28K | 0.19% | 101 |
|
|
2021
Q1 | $352K | Buy |
7,791
+42
| +0.5% | +$1.9K | 0.22% | 94 |
|
|
2020
Q4 | $332K | Buy |
+7,749
| New | +$332K | 0.22% | 95 |
|