DWM
Dorchester Wealth Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.54M | Sell |
66,301
-308,593
| -82% | -$7.15M | 0.31% | 56 |
|
|
2024
Q3 | $13M | Buy |
374,894
+3,659
| +1% | +$127K | 2.38% | 10 |
|
|
2024
Q2 | $12M | Buy |
371,235
+12
| +0% | +$388 | 2.32% | 9 |
|
|
2024
Q1 | $12.6M | Buy |
371,223
+40,135
| +12% | +$1.36M | 2.27% | 8 |
|
|
2023
Q4 | $13.1M | Buy |
331,088
+3,592
| +1% | +$142K | 2.42% | 6 |
|
|
2023
Q3 | $12.6M | Buy |
327,496
+40,452
| +14% | +$1.55M | 2.54% | 7 |
|
|
2023
Q2 | $13.1M | Sell |
287,044
-9,805
| -3% | -$447K | 2.66% | 5 |
|
|
2023
Q1 | $13.3M | Buy |
296,849
+24,972
| +9% | +$1.12M | 2.73% | 5 |
|
|
2022
Q4 | $11.9M | Sell |
271,877
-14,794
| -5% | -$650K | 2.83% | 5 |
|
|
2022
Q3 | $12M | Buy |
286,671
+1,287
| +0.5% | +$53.9K | 2.65% | 6 |
|
|
2022
Q2 | $14M | Buy |
285,384
+21,257
| +8% | +$1.04M | 2.79% | 7 |
|
|
2022
Q1 | $14.7M | Sell |
264,127
-1,508
| -0.6% | -$83.8K | 2.35% | 9 |
|
|
2021
Q4 | $13.8M | Buy |
265,635
+1,420
| +0.5% | +$73.7K | 2.74% | 7 |
|
|
2021
Q3 | $393K | Sell |
264,215
-8,924
| -3% | -$13.3K | 0.1% | 101 |
|
|
2021
Q2 | $13.5M | Sell |
273,139
-1,234
| -0.4% | -$60.9K | 3.09% | 6 |
|
|
2021
Q1 | $12.4M | Buy |
274,373
+24,171
| +10% | +$1.09M | 3.07% | 6 |
|
|
2020
Q4 | $10.7M | Sell |
250,202
-484
| -0.2% | -$20.7K | 2.83% | 7 |
|
|
2020
Q3 | $10.4M | Buy |
250,686
+5,998
| +2% | +$248K | 3.21% | 5 |
|
|
2020
Q2 | $10.2M | Sell |
244,688
-1,175
| -0.5% | -$48.8K | 3.22% | 6 |
|
|
2020
Q1 | $10M | Buy |
245,863
+1,609
| +0.7% | +$65.5K | 3.7% | 5 |
|
|
2019
Q4 | $11.3M | Sell |
244,254
-2,218
| -0.9% | -$103K | 3.15% | 6 |
|
|
2019
Q3 | $11.9M | Sell |
246,472
-2,012
| -0.8% | -$97.4K | 3.5% | 5 |
|
|
2019
Q2 | $11.3M | Sell |
248,484
-3,323
| -1% | -$151K | 3.35% | 5 |
|
|
2019
Q1 | $11.2M | Buy |
251,807
+1,911
| +0.8% | +$84.9K | 3.41% | 5 |
|
|
2018
Q4 | $9.88M | Buy |
249,896
+15,013
| +6% | +$594K | 3.44% | 6 |
|
|
2018
Q3 | $9.5M | Buy |
234,883
+19,166
| +9% | +$775K | 2.95% | 8 |
|
|
2018
Q2 | $8.72M | Buy |
215,717
+2,425
| +1% | +$98K | 2.87% | 6 |
|
|
2018
Q1 | $9.17M | Buy |
213,292
+352
| +0.2% | +$15.1K | 3.09% | 7 |
|
|
2017
Q4 | $10.2M | Buy |
212,940
+523
| +0.2% | +$25.2K | 3.24% | 6 |
|
|
2017
Q3 | $9.95M | Buy |
212,417
+3,790
| +2% | +$178K | 3.2% | 6 |
|
|
2017
Q2 | $9.39M | Buy |
208,627
+3,259
| +2% | +$147K | 3.24% | 6 |
|
|
2017
Q1 | $9.09M | Buy |
205,368
+18,876
| +10% | +$835K | 3.16% | 6 |
|
|
2016
Q4 | $8.06M | Sell |
186,492
-3,460
| -2% | -$150K | 2.94% | 7 |
|
|
2016
Q3 | $8.77M | Sell |
189,952
-6,850
| -3% | -$316K | 3.27% | 6 |
|
|
2016
Q2 | $9.32M | Sell |
196,802
-363
| -0.2% | -$17.2K | 3.46% | 6 |
|
|
2016
Q1 | $8.99M | Sell |
197,165
-1,447
| -0.7% | -$65.9K | 3.4% | 6 |
|
|
2015
Q4 | $7.67M | Sell |
198,612
-2,099
| -1% | -$81.1K | 3.19% | 6 |
|
|
2015
Q3 | $8.23M | Buy |
200,711
+376
| +0.2% | +$15.4K | 3.04% | 7 |
|
|
2015
Q2 | $8.51M | Buy |
+200,335
| New | +$8.51M | 2.8% | 8 |
|