LVW Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,009
| Closed | -$346K | – | 123 |
|
|
2016
Q4 | $346K | Buy |
8,009
+489
| +7% | +$21.1K | 0.12% | 95 |
|
|
2016
Q3 | $347K | Buy |
7,520
+967
| +15% | +$44.6K | 0.11% | 92 |
|
|
2016
Q2 | $310K | Sell |
6,553
-463
| -7% | -$21.9K | 0.12% | 99 |
|
|
2016
Q1 | $320K | Sell |
7,016
-1,094
| -13% | -$49.9K | 0.1% | 104 |
|
|
2015
Q4 | $313K | Sell |
8,110
-2,295
| -22% | -$88.6K | 0.12% | 105 |
|
|
2015
Q3 | $426K | Hold |
10,405
| – | – | 0.2% | 79 |
|
|
2015
Q2 | $442K | Sell |
10,405
-20
| -0.2% | -$850 | 0.19% | 79 |
|
|
2015
Q1 | $442K | Hold |
10,425
| – | – | 0.21% | 82 |
|
|
2014
Q4 | $478K | Buy |
+10,425
| New | +$478K | 0.26% | 71 |
|