Lipe & Dalton’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,550
| Closed | -$358K | – | 98 |
|
|
2024
Q1 | $358K | Sell |
10,550
-1,400
| -12% | -$47.5K | 0.18% | 72 |
|
|
2023
Q4 | $471K | Sell |
11,950
-400
| -3% | -$15.8K | 0.26% | 62 |
|
|
2023
Q3 | $471K | Hold |
12,350
| – | – | 0.28% | 62 |
|
|
2023
Q2 | $563K | Hold |
12,350
| – | – | 0.32% | 60 |
|
|
2023
Q1 | $553K | Sell |
12,350
-7,750
| -39% | -$347K | 0.32% | 59 |
|
|
2022
Q4 | $883K | Sell |
20,100
-300
| -1% | -$13.2K | 0.51% | 50 |
|
|
2022
Q3 | $856K | Hold |
20,400
| – | – | 0.54% | 50 |
|
|
2022
Q2 | $1M | Hold |
20,400
| – | – | 0.59% | 47 |
|
|
2022
Q1 | $1.13M | Hold |
20,400
| – | – | 0.55% | 48 |
|
|
2021
Q4 | $1.06M | Sell |
20,400
-760
| -4% | -$39.6K | 0.5% | 52 |
|
|
2021
Q3 | $1.06M | Hold |
21,160
| – | – | 0.54% | 49 |
|
|
2021
Q2 | $1.04M | Buy |
21,160
+150
| +0.7% | +$7.4K | 0.54% | 48 |
|
|
2021
Q1 | $948K | Sell |
21,010
-54,930
| -72% | -$2.48M | 0.53% | 48 |
|
|
2020
Q4 | $3.25M | Sell |
75,940
-15,094
| -17% | -$646K | 2% | 22 |
|
|
2020
Q3 | $3.78M | Buy |
91,034
+7,155
| +9% | +$297K | 2.62% | 10 |
|
|
2020
Q2 | $3.5M | Sell |
83,879
-1,853
| -2% | -$77.4K | 2.54% | 14 |
|
|
2020
Q1 | $3.5M | Buy |
85,732
+32,947
| +62% | +$1.35M | 2.96% | 12 |
|
|
2019
Q4 | $2.45M | Buy |
52,785
+3,650
| +7% | +$169K | 1.62% | 25 |
|
|
2019
Q3 | $2.38M | Buy |
49,135
+12,115
| +33% | +$587K | 1.74% | 25 |
|
|
2019
Q2 | $1.68M | Sell |
37,020
-16,735
| -31% | -$761K | 1.2% | 32 |
|
|
2019
Q1 | $2.39M | Sell |
53,755
-1,000
| -2% | -$44.4K | 1.76% | 24 |
|
|
2018
Q4 | $2.16M | Sell |
54,755
-225
| -0.4% | -$8.89K | 1.76% | 24 |
|
|
2018
Q3 | $2.23M | Buy |
54,980
+3,700
| +7% | +$150K | 1.52% | 26 |
|
|
2018
Q2 | $2.08M | Sell |
51,280
-100
| -0.2% | -$4.05K | 1.53% | 26 |
|
|
2018
Q1 | $2.21M | Buy |
51,380
+1,180
| +2% | +$50.8K | 1.58% | 25 |
|
|
2017
Q4 | $2.41M | Sell |
50,200
-1,716
| -3% | -$82.4K | 1.67% | 27 |
|
|
2017
Q3 | $2.43M | Buy |
51,916
+1,799
| +4% | +$84.2K | 1.71% | 29 |
|
|
2017
Q2 | $2.26M | Buy |
50,117
+6,601
| +15% | +$297K | 1.46% | 34 |
|
|
2017
Q1 | $1.93M | Sell |
43,516
-101
| -0.2% | -$4.47K | 1.39% | 30 |
|
|
2016
Q4 | $1.89M | Sell |
43,617
-100
| -0.2% | -$4.32K | 1.34% | 31 |
|
|
2016
Q3 | $2.02M | Buy |
43,717
+300
| +0.7% | +$13.9K | 1.35% | 33 |
|
|
2016
Q2 | $2.05M | Buy |
43,417
+527
| +1% | +$24.9K | 1.42% | 30 |
|
|
2016
Q1 | $1.95M | Buy |
42,890
+1,650
| +4% | +$75.1K | 1.54% | 29 |
|
|
2015
Q4 | $1.59M | Buy |
41,240
+1,300
| +3% | +$50.2K | 1.29% | 30 |
|
|
2015
Q3 | $1.64M | Buy |
39,940
+4,645
| +13% | +$190K | 1.36% | 30 |
|
|
2015
Q2 | $1.5M | Buy |
35,295
+20
| +0.1% | +$850 | 1.08% | 29 |
|
|
2015
Q1 | $1.49M | Sell |
35,275
-1,775
| -5% | -$75.2K | 1.03% | 31 |
|
|
2014
Q4 | $1.7M | Buy |
37,050
+6,925
| +23% | +$318K | 1.14% | 31 |
|
|
2014
Q3 | $1.29M | Hold |
30,125
| – | – | 0.84% | 34 |
|
|
2014
Q2 | $1.37M | Sell |
30,125
-125
| -0.4% | -$5.67K | 0.86% | 34 |
|
|
2014
Q1 | $1.37M | Buy |
30,250
+2,800
| +10% | +$127K | 0.92% | 33 |
|
|
2013
Q4 | $1.19M | Buy |
27,450
+1,170
| +4% | +$50.6K | 0.81% | 34 |
|
|
2013
Q3 | $1.12M | Buy |
26,280
+3,030
| +13% | +$129K | 0.82% | 33 |
|
|
2013
Q2 | $954K | Buy |
+23,250
| New | +$954K | 0.79% | 32 |
|