JFS 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 |
-15
| Closed | -$522 | – | 1949 |
|
|
2024
Q3 | $522 | Sell |
15
-7
| -32% | -$244 | ﹤0.01% | 1789 |
|
|
2024
Q2 | $713 | Hold |
22
| – | – | ﹤0.01% | 1744 |
|
|
2024
Q1 | $748 | Sell |
22
-11
| -33% | -$374 | ﹤0.01% | 1721 |
|
|
2023
Q4 | $1.3K | Sell |
33
-591
| -95% | -$23.3K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $23.8K | Buy |
624
+189
| +43% | +$7.22K | ﹤0.01% | 500 |
|
|
2023
Q2 | $19.8K | Buy |
435
+8
| +2% | +$365 | ﹤0.01% | 548 |
|
|
2023
Q1 | $19.1K | Buy |
427
+2
| +0.5% | +$90 | ﹤0.01% | 548 |
|
|
2022
Q4 | $18.7K | Buy |
425
+10
| +2% | +$440 | ﹤0.01% | 547 |
|
|
2022
Q3 | $17K | Buy |
415
+168
| +68% | +$6.88K | ﹤0.01% | 600 |
|
|
2022
Q2 | $12K | Buy |
247
+220
| +815% | +$10.7K | ﹤0.01% | 708 |
|
|
2022
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1577 |
|
|
2018
Q4 | – | Sell |
-240
| Closed | -$10K | – | 462 |
|
|
2018
Q3 | $10K | Buy |
+240
| New | +$10K | ﹤0.01% | 403 |
|