Laird Norton Wetherby Wealth Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $512K | Buy |
22,082
+11,078
| +101% | +$257K | 0.02% | 521 |
|
|
2024
Q3 | $383K | Buy |
11,004
+1,882
| +21% | +$65.5K | 0.02% | 646 |
|
|
2024
Q2 | $295K | Sell |
9,122
-644
| -7% | -$20.8K | 0.01% | 713 |
|
|
2024
Q1 | $332K | Sell |
9,766
-5,225
| -35% | -$178K | 0.02% | 706 |
|
|
2023
Q4 | $590K | Buy |
14,991
+1,150
| +8% | +$45.3K | 0.03% | 494 |
|
|
2023
Q3 | $529K | Sell |
13,841
-9,670
| -41% | -$369K | 0.03% | 507 |
|
|
2023
Q2 | $1.07M | Sell |
23,511
-3,018
| -11% | -$138K | 0.06% | 322 |
|
|
2023
Q1 | $1.19M | Buy |
26,529
+1,969
| +8% | +$88.2K | 0.07% | 293 |
|
|
2022
Q4 | $1.08M | Buy |
24,560
+1,656
| +7% | +$72.8K | 0.07% | 307 |
|
|
2022
Q3 | $961K | Buy |
22,904
+5,048
| +28% | +$212K | 0.07% | 300 |
|
|
2022
Q2 | $878K | Buy |
17,856
+4,622
| +35% | +$227K | 0.06% | 317 |
|
|
2022
Q1 | $734K | Buy |
13,234
+2,480
| +23% | +$138K | 0.04% | 392 |
|
|
2021
Q4 | $559K | Buy |
10,754
+638
| +6% | +$33.2K | 0.03% | 475 |
|
|
2021
Q3 | $506K | Buy |
10,116
+545
| +6% | +$27.3K | 0.03% | 500 |
|
|
2021
Q2 | $472K | Buy |
9,571
+263
| +3% | +$13K | 0.03% | 523 |
|
|
2021
Q1 | $420K | Sell |
9,308
-186
| -2% | -$8.39K | 0.03% | 496 |
|
|
2020
Q4 | $406K | Sell |
9,494
-954
| -9% | -$40.8K | 0.03% | 524 |
|
|
2020
Q3 | $433K | Buy |
10,448
+310
| +3% | +$12.8K | 0.04% | 416 |
|
|
2020
Q2 | $424K | Sell |
10,138
-670
| -6% | -$28K | 0.04% | 403 |
|
|
2020
Q1 | $442K | Buy |
+10,808
| New | +$442K | 0.05% | 355 |
|
|
2019
Q4 | – | Sell |
-4,129
| Closed | -$200K | – | 698 |
|
|
2019
Q3 | $200K | Buy |
+4,129
| New | +$200K | 0.02% | 659 |
|
|
2018
Q1 | – | Sell |
-5,108
| Closed | -$245K | – | 647 |
|
|
2017
Q4 | $245K | Buy |
5,108
+280
| +6% | +$13.4K | 0.03% | 518 |
|
|
2017
Q3 | $226K | Buy |
+4,828
| New | +$226K | 0.03% | 525 |
|