Lenox Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-130
| Closed | -$7K | – | 960 |
|
2021
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 514 |
|
2021
Q2 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 525 |
|
2021
Q1 | – | Sell |
-401
| Closed | -$17K | – | 683 |
|
2020
Q4 | $17K | Buy |
401
+340
| +557% | +$14.4K | ﹤0.01% | 339 |
|
2020
Q3 | $3K | Sell |
61
-415
| -87% | -$20.4K | ﹤0.01% | 475 |
|
2020
Q2 | $20K | Buy |
476
+415
| +680% | +$17.4K | ﹤0.01% | 291 |
|
2020
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 561 |
|
2019
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 530 |
|
2019
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 438 |
|
2019
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 345 |
|
2019
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 439 |
|
2018
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 334 |
|
2018
Q3 | $2K | Sell |
61
-875
| -93% | -$28.7K | ﹤0.01% | 362 |
|
2018
Q2 | $38K | Sell |
936
-728
| -44% | -$29.6K | 0.01% | 169 |
|
2018
Q1 | $72K | Buy |
1,664
+1,026
| +161% | +$44.4K | 0.02% | 131 |
|
2017
Q4 | $31K | Buy |
+638
| New | +$31K | 0.01% | 116 |
|