Legacy Financial Advisors’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 |
-8,531
| Closed | -$297K | – | 347 |
|
|
2024
Q3 | $297K | Buy |
8,531
+1,378
| +19% | +$48K | 0.05% | 278 |
|
|
2024
Q2 | $232K | Buy |
+7,153
| New | +$232K | 0.04% | 301 |
|
|
2024
Q1 | – | Sell |
-5,644
| Closed | -$222K | – | 326 |
|
|
2023
Q4 | $222K | Buy |
+5,644
| New | +$222K | 0.04% | 277 |
|
|
2023
Q3 | – | Sell |
-5,372
| Closed | -$245K | – | 267 |
|
|
2023
Q2 | $245K | Buy |
+5,372
| New | +$245K | 0.05% | 222 |
|
|
2023
Q1 | – | Sell |
-4,978
| Closed | -$219K | – | 253 |
|
|
2022
Q4 | $219K | Buy |
4,978
+5
| +0.1% | +$220 | 0.05% | 220 |
|
|
2022
Q3 | $209K | Buy |
4,973
+221
| +5% | +$9.29K | 0.05% | 206 |
|
|
2022
Q2 | $234K | Sell |
4,752
-37
| -0.8% | -$1.82K | 0.06% | 184 |
|
|
2022
Q1 | $266K | Buy |
4,789
+74
| +2% | +$4.11K | 0.06% | 185 |
|
|
2021
Q4 | $245K | Buy |
4,715
+415
| +10% | +$21.6K | 0.06% | 174 |
|
|
2021
Q3 | $215K | Buy |
+4,300
| New | +$215K | 0.05% | 171 |
|
|
2019
Q2 | – | Sell |
-2,006
| Closed | -$89K | – | 203 |
|
|
2019
Q1 | $89K | Buy |
2,006
+657
| +49% | +$29.1K | 0.03% | 182 |
|
|
2018
Q4 | $53K | Buy |
1,349
+320
| +31% | +$12.6K | 0.02% | 235 |
|
|
2018
Q3 | $41K | Sell |
1,029
-104
| -9% | -$4.14K | 0.01% | 273 |
|
|
2018
Q2 | $48K | Buy |
1,133
+218
| +24% | +$9.24K | 0.02% | 256 |
|
|
2018
Q1 | $39K | Hold |
915
| – | – | 0.02% | 273 |
|
|
2017
Q4 | $43K | Buy |
+915
| New | +$43K | 0.02% | 259 |
|