Mount Yale Investment Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59K | Buy |
+117
| New | +$2.59K | ﹤0.01% | 1303 |
|
|
2024
Q4 | – | Sell |
-19,088
| Closed | -$664K | – | 541 |
|
|
2024
Q3 | $664K | Sell |
19,088
-1,273
| -6% | -$44.3K | 0.06% | 280 |
|
|
2024
Q2 | $659K | Buy |
20,361
+4,456
| +28% | +$144K | 0.05% | 290 |
|
|
2024
Q1 | $540K | Buy |
15,905
+6,005
| +61% | +$204K | 0.04% | 340 |
|
|
2023
Q4 | $390K | Sell |
9,900
-1,769
| -15% | -$69.7K | 0.04% | 364 |
|
|
2023
Q3 | $445K | Buy |
11,669
+658
| +6% | +$25.1K | 0.05% | 322 |
|
|
2023
Q2 | $502K | Buy |
11,011
+2,586
| +31% | +$118K | 0.05% | 307 |
|
|
2023
Q1 | $377K | Buy |
8,425
+2,849
| +51% | +$128K | 0.04% | 339 |
|
|
2022
Q4 | $245K | Sell |
5,576
-1,788
| -24% | -$78.6K | 0.03% | 391 |
|
|
2022
Q3 | $309K | Buy |
7,364
+766
| +12% | +$32.1K | 0.04% | 335 |
|
|
2022
Q2 | $324K | Buy |
+6,598
| New | +$324K | 0.04% | 341 |
|
|
2018
Q4 | – | Sell |
-1,821
| Closed | -$74K | – | 359 |
|
|
2018
Q3 | $74K | Buy |
1,821
+594
| +48% | +$24.1K | 0.01% | 526 |
|
|
2018
Q2 | $50K | Buy |
1,227
+294
| +32% | +$12K | 0.01% | 620 |
|
|
2018
Q1 | $40K | Buy |
+933
| New | +$40K | 0.01% | 657 |
|