Harbor Investment Advisory’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,671
| Closed | -$140K | – | 1162 |
|
2023
Q3 | $140K | Sell |
3,671
-833
| -18% | -$31.8K | 0.02% | 356 |
|
2023
Q2 | $205K | Hold |
4,504
| – | – | 0.03% | 346 |
|
2023
Q1 | $202K | Hold |
4,504
| – | – | 0.03% | 346 |
|
2022
Q4 | $198K | Sell |
4,504
-3,419
| -43% | -$150K | 0.03% | 344 |
|
2022
Q3 | $332K | Sell |
7,923
-126
| -2% | -$5.28K | 0.05% | 252 |
|
2022
Q2 | $396K | Hold |
8,049
| – | – | 0.06% | 228 |
|
2022
Q1 | $446K | Hold |
8,049
| – | – | 0.06% | 236 |
|
2021
Q4 | $419K | Hold |
8,049
| – | – | 0.05% | 247 |
|
2021
Q3 | $403K | Sell |
8,049
-110
| -1% | -$5.51K | 0.05% | 255 |
|
2021
Q2 | $402K | Sell |
8,159
-287
| -3% | -$14.1K | 0.05% | 254 |
|
2021
Q1 | $381K | Buy |
8,446
+18
| +0.2% | +$812 | 0.06% | 241 |
|
2020
Q4 | $361K | Sell |
8,428
-2,147
| -20% | -$92K | 0.06% | 226 |
|
2020
Q3 | $439K | Sell |
10,575
-477
| -4% | -$19.8K | 0.08% | 171 |
|
2020
Q2 | $462K | Buy |
11,052
+2,184
| +25% | +$91.3K | 0.1% | 162 |
|
2020
Q1 | $362K | Buy |
8,868
+458
| +5% | +$18.7K | 0.1% | 162 |
|
2019
Q4 | $390K | Buy |
+8,410
| New | +$390K | 0.09% | 174 |
|