Epstein & White Financial’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,771
| Closed | -$215K | – | 81 |
|
2019
Q1 | $215K | Sell |
4,771
-1,312
| -22% | -$59.1K | 0.12% | 76 |
|
2018
Q4 | $256K | Sell |
6,083
-849
| -12% | -$35.7K | 0.16% | 61 |
|
2018
Q3 | $290K | Sell |
6,932
-4,427
| -39% | -$185K | 0.19% | 62 |
|
2018
Q2 | $476K | Sell |
11,359
-3,055
| -21% | -$128K | 0.35% | 48 |
|
2018
Q1 | $616K | Sell |
14,414
-190
| -1% | -$8.12K | 0.4% | 41 |
|
2017
Q4 | $662K | Buy |
+14,604
| New | +$662K | 0.38% | 42 |
|