Exencial Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
14,393
-1,874
| -12% | -$41.5K | 0.01% | 425 |
|
|
2025
Q1 | $373K | Sell |
16,267
-283
| -2% | -$6.5K | 0.01% | 401 |
|
|
2024
Q4 | $384K | Sell |
16,550
-891
| -5% | -$20.7K | 0.01% | 393 |
|
|
2024
Q3 | $607K | Sell |
17,441
-1,600
| -8% | -$55.7K | 0.02% | 328 |
|
|
2024
Q2 | $616K | Sell |
19,041
-1,548
| -8% | -$50.1K | 0.02% | 323 |
|
|
2024
Q1 | $700K | Sell |
20,589
-2,440
| -11% | -$82.9K | 0.03% | 311 |
|
|
2023
Q4 | $907K | Sell |
23,029
-9,496
| -29% | -$374K | 0.04% | 266 |
|
|
2023
Q3 | $1.24M | Sell |
32,525
-8,244
| -20% | -$315K | 0.06% | 218 |
|
|
2023
Q2 | $1.86M | Sell |
40,769
-2,166
| -5% | -$98.7K | 0.09% | 184 |
|
|
2023
Q1 | $1.92M | Sell |
42,935
-4,669
| -10% | -$209K | 0.1% | 170 |
|
|
2022
Q4 | $2.09M | Sell |
47,604
-1,235
| -3% | -$54.3K | 0.11% | 171 |
|
|
2022
Q3 | $2.05M | Sell |
48,839
-4,684
| -9% | -$196K | 0.12% | 157 |
|
|
2022
Q2 | $2.63M | Buy |
53,523
+186
| +0.3% | +$9.15K | 0.15% | 149 |
|
|
2022
Q1 | $2.96M | Buy |
53,337
+2,695
| +5% | +$149K | 0.15% | 159 |
|
|
2021
Q4 | $2.64M | Buy |
50,642
+1,608
| +3% | +$83.7K | 0.13% | 170 |
|
|
2021
Q3 | $2.46M | Buy |
49,034
+408
| +0.8% | +$20.4K | 0.11% | 139 |
|
|
2021
Q2 | $2.4M | Buy |
48,626
+3,060
| +7% | +$151K | 0.13% | 170 |
|
|
2021
Q1 | $2.06M | Sell |
45,566
-792
| -2% | -$35.8K | 0.12% | 169 |
|
|
2020
Q4 | $1.98M | Sell |
46,358
-51,921
| -53% | -$2.22M | 0.14% | 153 |
|
|
2020
Q3 | $4.08M | Buy |
98,279
+48,032
| +96% | +$1.99M | 0.22% | 128 |
|
|
2020
Q2 | $2.1M | Buy |
+50,247
| New | +$2.1M | 0.18% | 137 |
|