L.M. Kohn & Company’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,099
| Closed | -$211K | – | 277 |
|
2024
Q4 | $211K | Sell |
9,099
-3,775
| -29% | -$87.5K | 0.05% | 242 |
|
2024
Q3 | $448K | Sell |
12,874
-600
| -4% | -$20.9K | 0.11% | 161 |
|
2024
Q2 | $436K | Hold |
13,474
| – | – | 0.12% | 149 |
|
2024
Q1 | $458K | Sell |
13,474
-5
| -0% | -$170 | 0.13% | 149 |
|
2023
Q4 | $531K | Sell |
13,479
-150
| -1% | -$5.91K | 0.17% | 124 |
|
2023
Q3 | $520K | Buy |
13,629
+300
| +2% | +$11.5K | 0.19% | 116 |
|
2023
Q2 | $608K | Sell |
13,329
-200
| -1% | -$9.12K | 0.23% | 103 |
|
2023
Q1 | $606K | Sell |
13,529
-270
| -2% | -$12.1K | 0.25% | 93 |
|
2022
Q4 | $606K | Hold |
13,799
| – | – | 0.28% | 90 |
|
2022
Q3 | $579K | Hold |
13,799
| – | – | 0.28% | 85 |
|
2022
Q2 | $679K | Buy |
13,799
+2,025
| +17% | +$99.6K | 0.32% | 75 |
|
2022
Q1 | $653K | Buy |
+11,774
| New | +$653K | 0.25% | 99 |
|