Jeppson 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
Q3 | – | Sell |
-4,665
| Closed | -$213K | – | 186 |
|
|
2023
Q2 | $213K | Buy |
4,665
+100
| +2% | +$4.56K | 0.09% | 178 |
|
|
2023
Q1 | $204K | Hold |
4,565
| – | – | 0.09% | 187 |
|
|
2022
Q4 | $201K | Buy |
+4,565
| New | +$201K | 0.08% | 191 |
|
|
2022
Q3 | – | Sell |
-4,640
| Closed | -$228K | – | 197 |
|
|
2022
Q2 | $228K | Sell |
4,640
-10
| -0.2% | -$491 | 0.1% | 162 |
|
|
2022
Q1 | $257K | Hold |
4,650
| – | – | 0.12% | 142 |
|
|
2021
Q4 | $242K | Hold |
4,650
| – | – | 0.12% | 138 |
|
|
2021
Q3 | $232K | Hold |
4,650
| – | – | 0.12% | 135 |
|
|
2021
Q2 | $229K | Buy |
4,650
+150
| +3% | +$7.39K | 0.12% | 132 |
|
|
2021
Q1 | $203K | Buy |
+4,500
| New | +$203K | 0.12% | 135 |
|
|
2020
Q4 | – | Sell |
-4,400
| Closed | -$182K | – | 160 |
|
|
2020
Q3 | $182K | Buy |
+4,400
| New | +$182K | 0.14% | 120 |
|