MBM Wealth Consultants’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 |
-5,938
| Closed | -$225K | – | 109 |
|
2023
Q3 | $225K | Buy |
5,938
+390
| +7% | +$14.8K | 0.1% | 94 |
|
2023
Q2 | $247K | Buy |
5,548
+2,209
| +66% | +$98.4K | 0.11% | 89 |
|
2023
Q1 | $223K | Hold |
3,339
| – | – | 0.09% | 87 |
|
2022
Q4 | $149K | Buy |
3,339
+1,419
| +74% | +$63.3K | 0.07% | 104 |
|
2022
Q3 | $85K | Buy |
1,920
+1,870
| +3,740% | +$82.8K | 0.04% | 124 |
|
2022
Q2 | $14K | Sell |
50
-1,288
| -96% | -$361K | 0.01% | 207 |
|
2022
Q1 | $74K | Buy |
1,338
+380
| +40% | +$21K | 0.03% | 158 |
|
2021
Q4 | $50K | Buy |
958
+333
| +53% | +$17.4K | 0.02% | 162 |
|
2021
Q3 | $31K | Buy |
625
+145
| +30% | +$7.19K | 0.01% | 176 |
|
2021
Q2 | $24K | Hold |
480
| – | – | 0.01% | 183 |
|
2021
Q1 | $22K | Buy |
+480
| New | +$22K | 0.01% | 185 |
|