Liberty Wealth Management’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 |
-3,228
| Closed | -$164K | – | 260 |
|
2021
Q3 | $164K | Buy |
3,228
+1,641
| +103% | +$83.4K | 0.06% | 196 |
|
2021
Q2 | $78K | Buy |
1,587
+18
| +1% | +$885 | 0.03% | 247 |
|
2021
Q1 | $66K | Hold |
1,569
| – | – | 0.03% | 235 |
|
2020
Q4 | $66K | Buy |
1,569
+718
| +84% | +$30.2K | 0.03% | 232 |
|
2020
Q3 | $35K | Sell |
851
-210
| -20% | -$8.64K | 0.02% | 290 |
|
2020
Q2 | $44K | Sell |
1,061
-208
| -16% | -$8.63K | 0.03% | 239 |
|
2020
Q1 | $52K | Buy |
1,269
+5
| +0.4% | +$205 | 0.05% | 206 |
|
2019
Q4 | $58K | Sell |
1,264
-60
| -5% | -$2.75K | 0.05% | 222 |
|
2019
Q3 | $64K | Buy |
1,324
+247
| +23% | +$11.9K | 0.06% | 194 |
|
2019
Q2 | $49K | Buy |
1,077
+17
| +2% | +$773 | 0.04% | 247 |
|
2019
Q1 | $47K | Buy |
1,060
+9
| +0.9% | +$399 | 0.04% | 208 |
|
2018
Q4 | $41K | Buy |
+1,051
| New | +$41K | 0.03% | 210 |
|