JNBA Financial Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-371
| Closed | -$19K | – | 716 |
|
2021
Q4 | $19K | Buy |
+371
| New | +$19K | ﹤0.01% | 424 |
|
2019
Q1 | – | Sell |
-146
| Closed | -$6K | – | 546 |
|
2018
Q4 | $6K | Buy |
+146
| New | +$6K | ﹤0.01% | 415 |
|
2018
Q2 | – | Sell |
-166
| Closed | -$7K | – | 528 |
|
2018
Q1 | $7K | Buy |
+166
| New | +$7K | ﹤0.01% | 401 |
|
2016
Q4 | – | Sell |
-3,588
| Closed | -$166K | – | 571 |
|
2016
Q3 | $166K | Buy |
3,588
+3,481
| +3,253% | +$161K | 0.02% | 258 |
|
2016
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 402 |
|
2016
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 410 |
|
2015
Q4 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 422 |
|
2015
Q1 | – | Sell |
-200
| Closed | -$9K | – | 531 |
|
2014
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
2014
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 375 |
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
2014
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 333 |
|