High Net Worth Advisory Group’s BCE BCE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,710
| Closed | -$215K | – | 192 |
|
2023
Q2 | $215K | Hold |
4,710
| – | – | 0.08% | 184 |
|
2023
Q1 | $211K | Hold |
4,710
| – | – | 0.09% | 181 |
|
2022
Q4 | $207K | Sell |
4,710
-1,270
| -21% | -$55.8K | 0.08% | 183 |
|
2022
Q3 | $251K | Hold |
5,980
| – | – | 0.11% | 157 |
|
2022
Q2 | $294K | Hold |
5,980
| – | – | 0.12% | 143 |
|
2022
Q1 | $332K | Hold |
5,980
| – | – | 0.12% | 138 |
|
2021
Q4 | $312K | Buy |
+5,980
| New | +$312K | 0.11% | 154 |
|