Lantz Financial’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,442
| Closed | -$259K | – | 228 |
|
2024
Q3 | $259K | Buy |
7,442
+536
| +8% | +$18.7K | 0.07% | 190 |
|
2024
Q2 | $224K | Sell |
6,906
-1,866
| -21% | -$60.4K | 0.07% | 195 |
|
2024
Q1 | $298K | Buy |
8,772
+157
| +2% | +$5.34K | 0.1% | 166 |
|
2023
Q4 | $339K | Buy |
8,615
+19
| +0.2% | +$748 | 0.12% | 145 |
|
2023
Q3 | $328K | Buy |
8,596
+3
| +0% | +$115 | 0.13% | 139 |
|
2023
Q2 | $392K | Buy |
8,593
+3
| +0% | +$137 | 0.15% | 124 |
|
2023
Q1 | $385K | Buy |
8,590
+38
| +0.4% | +$1.7K | 0.16% | 123 |
|
2022
Q4 | $376K | Buy |
8,552
+914
| +12% | +$40.2K | 0.17% | 123 |
|
2022
Q3 | $320K | Buy |
7,638
+156
| +2% | +$6.54K | 0.17% | 124 |
|
2022
Q2 | $368K | Buy |
7,482
+331
| +5% | +$16.3K | 0.17% | 117 |
|
2022
Q1 | $397K | Buy |
7,151
+549
| +8% | +$30.5K | 0.16% | 115 |
|
2021
Q4 | $344K | Buy |
6,602
+577
| +10% | +$30.1K | 0.16% | 117 |
|
2021
Q3 | $302K | Buy |
6,025
+279
| +5% | +$14K | 0.15% | 121 |
|
2021
Q2 | $283K | Buy |
5,746
+656
| +13% | +$32.3K | 0.15% | 125 |
|
2021
Q1 | $230K | Buy |
+5,090
| New | +$230K | 0.13% | 122 |
|