J.P. Morgan Private Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.71M | Sell |
97,138
-54,274
| -36% | -$2.07M | 0.01% | 574 |
|
|
2023
Q2 | $6.9M | Sell |
151,412
-10,240
| -6% | -$467K | 0.04% | 288 |
|
|
2023
Q1 | $7.24M | Buy |
161,652
+69,234
| +75% | +$3.1M | 0.02% | 501 |
|
|
2022
Q4 | $4.06M | Sell |
92,418
-27,890
| -23% | -$1.23M | 0.01% | 627 |
|
|
2022
Q3 | $5.05M | Buy |
120,308
+12,645
| +12% | +$530K | 0.01% | 555 |
|
|
2022
Q2 | $5.3M | Buy |
107,663
+7,642
| +8% | +$376K | 0.01% | 552 |
|
|
2022
Q1 | $5.55M | Buy |
100,021
+18,415
| +23% | +$1.02M | 0.01% | 584 |
|
|
2021
Q4 | $4.25M | Buy |
81,606
+5,325
| +7% | +$277K | 0.01% | 653 |
|
|
2021
Q3 | $3.82M | Buy |
76,281
+4,089
| +6% | +$205K | 0.01% | 663 |
|
|
2021
Q2 | $3.56M | Buy |
72,192
+17,071
| +31% | +$842K | 0.01% | 680 |
|
|
2021
Q1 | $2.49M | Sell |
55,121
-4,955
| -8% | -$224K | 0.01% | 694 |
|
|
2020
Q4 | $2.57M | Sell |
60,076
-3,817
| -6% | -$163K | 0.01% | 644 |
|
|
2020
Q3 | $2.65M | Sell |
63,893
-5,408
| -8% | -$224K | 0.01% | 574 |
|
|
2020
Q2 | $2.9M | Buy |
69,301
+1,376
| +2% | +$57.5K | 0.01% | 487 |
|
|
2020
Q1 | $2.78M | Buy |
67,925
+2,922
| +4% | +$119K | 0.02% | 460 |
|
|
2019
Q4 | $3.01M | Buy |
65,003
+5,554
| +9% | +$257K | 0.01% | 533 |
|
|
2019
Q3 | $2.88M | Buy |
59,449
+3,679
| +7% | +$178K | 0.02% | 518 |
|
|
2019
Q2 | $2.54M | Buy |
55,770
+2,279
| +4% | +$104K | 0.01% | 540 |
|
|
2019
Q1 | $2.37M | Buy |
53,491
+11,855
| +28% | +$526K | 0.01% | 573 |
|
|
2018
Q4 | $1.65M | Sell |
41,636
-28,154
| -40% | -$1.11M | 0.01% | 614 |
|
|
2018
Q3 | $2.83M | Sell |
69,790
-2,284
| -3% | -$92.6K | 0.01% | 553 |
|
|
2018
Q2 | $2.92M | Buy |
72,074
+834
| +1% | +$33.8K | 0.02% | 519 |
|
|
2018
Q1 | $3.07M | Buy |
71,240
+4,145
| +6% | +$178K | 0.02% | 409 |
|
|
2017
Q4 | $3.22M | Sell |
67,095
-97
| -0.1% | -$4.66K | 0.02% | 397 |
|
|
2017
Q3 | $3.15M | Buy |
67,192
+480
| +0.7% | +$22.5K | 0.02% | 391 |
|
|
2017
Q2 | $3.01M | Buy |
66,712
+4,397
| +7% | +$198K | 0.02% | 391 |
|
|
2017
Q1 | $2.76M | Sell |
62,315
-101,532
| -62% | -$4.5M | 0.02% | 415 |
|
|
2016
Q4 | $7.09M | Buy |
163,847
+2,811
| +2% | +$122K | 0.06% | 236 |
|
|
2016
Q3 | $7.44M | Buy |
161,036
+6,796
| +4% | +$314K | 0.07% | 226 |
|
|
2016
Q2 | $7.3M | Buy |
154,240
+122,870
| +392% | +$5.81M | 0.07% | 224 |
|
|
2016
Q1 | $1.43M | Sell |
31,370
-104,674
| -77% | -$4.77M | 0.01% | 477 |
|
|
2015
Q4 | $5.25M | Buy |
136,044
+126,284
| +1,294% | +$4.88M | 0.05% | 231 |
|
|
2015
Q3 | $400K | Sell |
9,760
-106,123
| -92% | -$4.35M | 0.01% | 697 |
|
|
2015
Q2 | $4.93M | Buy |
+115,883
| New | +$4.93M | 0.06% | 245 |
|
|
2015
Q1 | – | Sell |
-231,991
| Closed | -$10.6M | – | 1137 |
|
|
2014
Q4 | $10.6M | Buy |
231,991
+116,050
| +100% | +$5.32M | 0.13% | 176 |
|
|
2014
Q3 | $4.96M | Buy |
115,941
+2,125
| +2% | +$90.9K | 0.06% | 248 |
|
|
2014
Q2 | $5.16M | Buy |
113,816
+1,702
| +2% | +$77.2K | 0.09% | 206 |
|
|
2014
Q1 | $4.84M | Buy |
+112,114
| New | +$4.84M | 0.09% | 195 |
|