Detalus Advisors’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 |
-8,400
| Closed | -$292K | – | 151 |
|
|
2024
Q3 | $292K | Hold |
8,400
| – | – | 0.1% | 120 |
|
|
2024
Q2 | $272K | Hold |
8,400
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $286K | Hold |
8,400
| – | – | 0.1% | 116 |
|
|
2023
Q4 | $331K | Hold |
8,400
| – | – | 0.13% | 94 |
|
|
2023
Q3 | $321K | Hold |
8,400
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $383K | Hold |
8,400
| – | – | 0.17% | 89 |
|
|
2023
Q1 | $376K | Buy |
8,400
+500
| +6% | +$22.4K | 0.18% | 90 |
|
|
2022
Q4 | $347K | Hold |
7,900
| – | – | 0.17% | 96 |
|
|
2022
Q3 | $331K | Buy |
7,900
+100
| +1% | +$4.19K | 0.2% | 89 |
|
|
2022
Q2 | $384K | Hold |
7,800
| – | – | 0.23% | 76 |
|
|
2022
Q1 | $433K | Hold |
7,800
| – | – | 0.23% | 72 |
|
|
2021
Q4 | $406K | Hold |
7,800
| – | – | 0.19% | 76 |
|
|
2021
Q3 | $390K | Hold |
7,800
| – | – | 0.2% | 77 |
|
|
2021
Q2 | $385K | Buy |
+7,800
| New | +$385K | 0.21% | 78 |
|