Jacobi Capital Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,000
| Closed | -$50K | – | 504 |
|
2021
Q3 | $50K | Hold |
1,000
| – | – | 0.01% | 653 |
|
2021
Q2 | $49K | Hold |
1,000
| – | – | 0.01% | 627 |
|
2021
Q1 | $45K | Hold |
1,000
| – | – | 0.01% | 596 |
|
2020
Q4 | $43K | Hold |
1,000
| – | – | 0.01% | 557 |
|
2020
Q3 | $41K | Sell |
1,000
-2,807
| -74% | -$115K | 0.01% | 534 |
|
2020
Q2 | $96K | Buy |
3,807
+1,520
| +66% | +$38.3K | 0.02% | 369 |
|
2020
Q1 | $93K | Hold |
2,287
| – | – | 0.02% | 332 |
|
2019
Q4 | $106K | Buy |
+2,287
| New | +$106K | 0.02% | 350 |
|