DAS
Dynamic Advisor Solutions’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,996
| Closed | -$348K | – | 658 |
|
|
2024
Q3 | $348K | Buy |
9,996
+2,852
| +40% | +$99.2K | 0.01% | 706 |
|
|
2024
Q2 | $231K | Buy |
+7,144
| New | +$231K | 0.01% | 840 |
|
|
2022
Q2 | – | Sell |
-3,747
| Closed | -$208K | – | 702 |
|
|
2022
Q1 | $208K | Sell |
3,747
-224
| -6% | -$12.4K | 0.01% | 669 |
|
|
2021
Q4 | $207K | Sell |
3,971
-345
| -8% | -$18K | 0.01% | 678 |
|
|
2021
Q3 | $216K | Buy |
4,316
+32
| +0.7% | +$1.6K | 0.02% | 673 |
|
|
2021
Q2 | $211K | Sell |
4,284
-527
| -11% | -$26K | 0.02% | 656 |
|
|
2021
Q1 | $217K | Buy |
+4,811
| New | +$217K | 0.02% | 589 |
|
|
2020
Q1 | – | Sell |
-4,737
| Closed | -$220K | – | 476 |
|
|
2019
Q4 | $220K | Hold |
4,737
| – | – | 0.03% | 480 |
|
|
2019
Q3 | $229K | Sell |
4,737
-3,059
| -39% | -$148K | 0.04% | 436 |
|
|
2019
Q2 | $355K | Sell |
7,796
-418
| -5% | -$19K | 0.06% | 329 |
|
|
2019
Q1 | $365K | Hold |
8,214
| – | – | 0.07% | 271 |
|
|
2018
Q4 | $348K | Buy |
8,214
+259
| +3% | +$11K | 0.07% | 257 |
|
|
2018
Q3 | $322K | Buy |
7,955
+13
| +0.2% | +$526 | 0.07% | 287 |
|
|
2018
Q2 | $321K | Buy |
7,942
+1,058
| +15% | +$42.8K | 0.07% | 282 |
|
|
2018
Q1 | $296K | Buy |
+6,884
| New | +$296K | 0.08% | 260 |
|
|
2017
Q2 | – | Sell |
-4,530
| Closed | -$201K | – | 218 |
|
|
2017
Q1 | $201K | Sell |
4,530
-12,300
| -73% | -$546K | 0.08% | 203 |
|
|
2016
Q4 | $728K | Sell |
16,830
-87,656
| -84% | -$3.79M | 0.29% | 99 |
|
|
2016
Q3 | $4.83M | Buy |
104,486
+14,068
| +16% | +$650K | 1.83% | 5 |
|
|
2016
Q2 | $4.28M | Sell |
90,418
-816
| -0.9% | -$38.6K | 1.73% | 10 |
|
|
2016
Q1 | $4.16M | Sell |
91,234
-22,746
| -20% | -$1.04M | 1.76% | 7 |
|
|
2015
Q4 | $4.4M | Buy |
113,980
+22,039
| +24% | +$851K | 1.82% | 8 |
|
|
2015
Q3 | $3.77M | Buy |
91,941
+22,514
| +32% | +$922K | 1.9% | 10 |
|
|
2015
Q2 | $2.95M | Buy |
69,427
+1,202
| +2% | +$51.1K | 1.72% | 14 |
|
|
2015
Q1 | $2.89M | Buy |
+68,225
| New | +$2.89M | 1.45% | 19 |
|
|
2014
Q4 | – | Sell |
-64,364
| Closed | -$2.75M | – | 194 |
|
|
2014
Q3 | $2.75M | Buy |
64,364
+12,074
| +23% | +$516K | 1.5% | 14 |
|
|
2014
Q2 | $2.37M | Buy |
52,290
+11,782
| +29% | +$534K | 1.43% | 13 |
|
|
2014
Q1 | $1.75M | Buy |
40,508
+5,132
| +15% | +$221K | 1.19% | 19 |
|
|
2013
Q4 | $1.53M | Buy |
+35,376
| New | +$1.53M | 1.13% | 22 |
|