IHT Wealth Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,917
| Closed | -$220K | – | 972 |
|
|
2023
Q1 | $220K | Buy |
+4,917
| New | +$220K | 0.01% | 814 |
|
|
2022
Q4 | – | Sell |
-5,337
| Closed | -$224K | – | 906 |
|
|
2022
Q3 | $224K | Buy |
+5,337
| New | +$224K | 0.02% | 739 |
|
|
2021
Q3 | – | Sell |
-4,915
| Closed | -$242K | – | 821 |
|
|
2021
Q2 | $242K | Sell |
4,915
-53
| -1% | -$2.61K | 0.02% | 790 |
|
|
2021
Q1 | $224K | Sell |
4,968
-968
| -16% | -$43.6K | 0.02% | 729 |
|
|
2020
Q4 | $254K | Sell |
5,936
-1,109
| -16% | -$47.5K | 0.02% | 614 |
|
|
2020
Q3 | $292K | Buy |
7,045
+291
| +4% | +$12.1K | 0.03% | 486 |
|
|
2020
Q2 | $282K | Sell |
6,754
-9,488
| -58% | -$396K | 0.04% | 429 |
|
|
2020
Q1 | $664K | Buy |
16,242
+4,694
| +41% | +$192K | 0.1% | 224 |
|
|
2019
Q4 | $535K | Sell |
11,548
-347
| -3% | -$16.1K | 0.06% | 317 |
|
|
2019
Q3 | $576K | Buy |
11,895
+6,275
| +112% | +$304K | 0.08% | 292 |
|
|
2019
Q2 | $256K | Sell |
5,620
-14
| -0.2% | -$638 | 0.04% | 430 |
|
|
2019
Q1 | $250K | Sell |
5,634
-5,041
| -47% | -$224K | 0.04% | 402 |
|
|
2018
Q4 | $422K | Sell |
10,675
-250
| -2% | -$9.88K | 0.08% | 270 |
|
|
2018
Q3 | $443K | Buy |
10,925
+634
| +6% | +$25.7K | 0.1% | 246 |
|
|
2018
Q2 | $417K | Buy |
10,291
+3,974
| +63% | +$161K | 0.11% | 233 |
|
|
2018
Q1 | $269K | Sell |
6,317
-2,213
| -26% | -$94.2K | 0.07% | 297 |
|
|
2017
Q4 | $404K | Buy |
8,530
+6,464
| +313% | +$306K | 0.11% | 233 |
|
|
2017
Q3 | $96K | Sell |
2,066
-413
| -17% | -$19.2K | 0.04% | 364 |
|
|
2017
Q2 | $30 | Sell |
2,479
-240
| -9% | -$3 | 0.01% | 657 |
|
|
2017
Q1 | $121K | Sell |
2,719
-123
| -4% | -$5.47K | 0.08% | 251 |
|
|
2016
Q4 | $124K | Buy |
+2,842
| New | +$124K | 0.09% | 236 |
|