Klingman & Associates’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-183
| Closed | -$8K | – | 116 |
|
|
2016
Q3 | $8K | Sell |
183
-261
| -59% | -$11.4K | ﹤0.01% | 301 |
|
|
2016
Q2 | $21K | Hold |
444
| – | – | 0.01% | 254 |
|
|
2016
Q1 | $20K | Hold |
444
| – | – | 0.01% | 257 |
|
|
2015
Q4 | $17K | Hold |
444
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $18K | Hold |
444
| – | – | 0.01% | 268 |
|
|
2015
Q2 | $19K | Hold |
444
| – | – | 0.01% | 259 |
|
|
2015
Q1 | $19K | Hold |
444
| – | – | 0.01% | 244 |
|
|
2014
Q4 | $20K | Buy |
+444
| New | +$20K | 0.01% | 235 |
|