Kingswood Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
16,408
-2,108
| -11% | -$46.7K | 0.03% | 505 |
|
|
2025
Q1 | $425K | Sell |
18,516
-707
| -4% | -$16.2K | 0.04% | 438 |
|
|
2024
Q4 | $446K | Buy |
19,223
+3,686
| +24% | +$85.4K | 0.03% | 477 |
|
|
2024
Q3 | $541K | Sell |
15,537
-6,918
| -31% | -$241K | 0.04% | 439 |
|
|
2024
Q2 | $727K | Buy |
22,455
+15,195
| +209% | +$492K | 0.07% | 301 |
|
|
2024
Q1 | $247K | Sell |
7,260
-4,399
| -38% | -$149K | 0.03% | 536 |
|
|
2023
Q4 | $459K | Buy |
11,659
+4,552
| +64% | +$179K | 0.05% | 368 |
|
|
2023
Q3 | $271K | Buy |
7,107
+517
| +8% | +$19.7K | 0.05% | 339 |
|
|
2023
Q2 | $300K | Buy |
+6,590
| New | +$300K | 0.1% | 198 |
|