Loring Wolcott & Coolidge Fiduciary Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-89
| Closed | -$4K | – | 790 |
|
|
2017
Q2 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 588 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$6K | – | 643 |
|
|
2015
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 570 |
|
|
2015
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 570 |
|
|
2015
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 584 |
|
|
2014
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 578 |
|
|
2014
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 560 |
|
|
2014
Q2 | $7K | Sell |
150
-433
| -74% | -$20.2K | ﹤0.01% | 573 |
|
|
2014
Q1 | $25K | Hold |
583
| – | – | ﹤0.01% | 470 |
|
|
2013
Q4 | $25K | Buy |
583
+433
| +289% | +$18.6K | ﹤0.01% | 452 |
|
|
2013
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 510 |
|
|
2013
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 555 |
|