Marcum Wealth’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,532
| Closed | -$249K | – | 387 |
|
|
2023
Q3 | $249K | Sell |
6,532
-154
| -2% | -$5.88K | 0.03% | 279 |
|
|
2023
Q2 | $305K | Sell |
6,686
-13
| -0.2% | -$593 | 0.04% | 245 |
|
|
2023
Q1 | $300K | Sell |
6,699
-104
| -2% | -$4.66K | 0.04% | 243 |
|
|
2022
Q4 | $299K | Buy |
6,803
+253
| +4% | +$11.1K | 0.04% | 241 |
|
|
2022
Q3 | $275K | Sell |
6,550
-63
| -1% | -$2.65K | 0.04% | 250 |
|
|
2022
Q2 | $325K | Sell |
6,613
-104
| -2% | -$5.11K | 0.05% | 219 |
|
|
2022
Q1 | $373K | Sell |
6,717
-326
| -5% | -$18.1K | 0.05% | 210 |
|
|
2021
Q4 | $367K | Sell |
7,043
-92
| -1% | -$4.79K | 0.05% | 211 |
|
|
2021
Q3 | $357K | Sell |
7,135
-267
| -4% | -$13.4K | 0.06% | 210 |
|
|
2021
Q2 | $365K | Buy |
7,402
+54
| +0.7% | +$2.66K | 0.06% | 190 |
|
|
2021
Q1 | $332K | Buy |
+7,348
| New | +$332K | 0.05% | 207 |
|