EP Wealth Advisors’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	-12,000	Closed	-$667K	–	756
2023 Q2	$667K	Hold	12,000	–	–	0.01%	407
2023 Q1	$3.86K	Sell	12,000 -2,535	-17%	-$815	﹤0.01%	627
2022 Q4	$639K	Buy	+14,535	New	+$639K	0.01%	337