Icon Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,069
| Closed | -$107K | – | 506 |
|
|
2024
Q3 | $107K | Sell |
3,069
-42
| -1% | -$1.46K | 0.01% | 468 |
|
|
2024
Q2 | $105K | Sell |
3,111
-1,344
| -30% | -$45.3K | 0.01% | 427 |
|
|
2024
Q1 | $151K | Sell |
4,455
-281
| -6% | -$9.55K | 0.01% | 388 |
|
|
2023
Q4 | $187K | Buy |
+4,736
| New | +$187K | 0.02% | 332 |
|
|
2022
Q4 | $258K | Buy |
5,871
+166
| +3% | +$7.3K | 0.03% | 273 |
|
|
2022
Q3 | $239K | Buy |
+5,705
| New | +$239K | 0.03% | 272 |
|