Glassman Wealth Services’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-182
| Closed | -$7.17K | – | 382 |
|
2023
Q4 | $7.17K | Sell |
182
-98
| -35% | -$3.86K | ﹤0.01% | 972 |
|
2023
Q3 | $10.7K | Sell |
280
-75
| -21% | -$2.87K | ﹤0.01% | 839 |
|
2023
Q2 | $16.2K | Buy |
355
+22
| +7% | +$1K | ﹤0.01% | 679 |
|
2023
Q1 | $14.9K | Sell |
333
-40
| -11% | -$1.79K | ﹤0.01% | 705 |
|
2022
Q4 | $16.4K | Buy |
373
+162
| +77% | +$7.12K | ﹤0.01% | 709 |
|
2022
Q3 | $9K | Buy |
211
+24
| +13% | +$1.02K | ﹤0.01% | 814 |
|
2022
Q2 | $9K | Hold |
187
| – | – | ﹤0.01% | 834 |
|
2022
Q1 | $10K | Buy |
187
+2
| +1% | +$107 | ﹤0.01% | 817 |
|
2021
Q4 | $10K | Buy |
185
+49
| +36% | +$2.65K | ﹤0.01% | 782 |
|
2021
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 851 |
|
2021
Q2 | $7K | Hold |
136
| – | – | ﹤0.01% | 825 |
|
2021
Q1 | $6K | Sell |
136
-5
| -4% | -$221 | ﹤0.01% | 814 |
|
2020
Q4 | $6K | Buy |
141
+106
| +303% | +$4.51K | ﹤0.01% | 818 |
|
2020
Q3 | $1K | Buy |
35
+21
| +150% | +$600 | ﹤0.01% | 1096 |
|
2020
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 956 |
|
2019
Q2 | – | Sell |
-2,921
| Closed | -$130K | – | 1081 |
|
2019
Q1 | $130K | Hold |
2,921
| – | – | 0.06% | 137 |
|
2018
Q4 | $115K | Hold |
2,921
| – | – | 0.06% | 129 |
|
2018
Q3 | $118K | Buy |
+2,921
| New | +$118K | 0.05% | 142 |
|