Obermeyer Wealth Partners’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,868
| Closed | -$239K | – | 216 |
|
|
2022
Q2 | $239K | Hold |
4,868
| – | – | 0.02% | 173 |
|
|
2022
Q1 | $270K | Hold |
4,868
| – | – | 0.02% | 183 |
|
|
2021
Q4 | $253K | Buy |
4,868
+253
| +5% | +$13.1K | 0.01% | 195 |
|
|
2021
Q3 | $231K | Hold |
4,615
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $228K | Hold |
4,615
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $208K | Buy |
+4,615
| New | +$208K | 0.01% | 191 |
|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$209K | – | 120 |
|
|
2019
Q4 | $209K | Hold |
4,500
| – | – | 0.02% | 123 |
|
|
2019
Q3 | $218K | Buy |
+4,500
| New | +$218K | 0.02% | 116 |
|
|
2018
Q1 | – | Sell |
-159,242
| Closed | -$7.65M | – | 112 |
|
|
2017
Q4 | $7.65M | Sell |
159,242
-3,140
| -2% | -$151K | 0.66% | 32 |
|
|
2017
Q3 | $7.6M | Sell |
162,382
-4,471
| -3% | -$209K | 0.66% | 33 |
|
|
2017
Q2 | $7.52M | Sell |
166,853
-3,290
| -2% | -$148K | 0.67% | 35 |
|
|
2017
Q1 | $7.53M | Sell |
170,143
-46,482
| -21% | -$2.06M | 0.69% | 32 |
|
|
2016
Q4 | $9.37M | Sell |
216,625
-26,214
| -11% | -$1.13M | 0.9% | 30 |
|
|
2016
Q3 | $11.2M | Sell |
242,839
-8,990
| -4% | -$415K | 1.08% | 29 |
|
|
2016
Q2 | $11.9M | Sell |
251,829
-11,563
| -4% | -$547K | 1.19% | 29 |
|
|
2016
Q1 | $12M | Sell |
263,392
-5,882
| -2% | -$268K | 1.11% | 29 |
|
|
2015
Q4 | $10.4M | Sell |
269,274
-4,455
| -2% | -$172K | 0.95% | 27 |
|
|
2015
Q3 | $11.2M | Sell |
273,729
-4,270
| -2% | -$175K | 1.18% | 28 |
|
|
2015
Q2 | $11.8M | Buy |
277,999
+3,716
| +1% | +$158K | 1.01% | 35 |
|
|
2015
Q1 | $11.6M | Buy |
274,283
+3,798
| +1% | +$161K | 0.95% | 40 |
|
|
2014
Q4 | $12.4M | Buy |
270,485
+4,545
| +2% | +$208K | 1.12% | 37 |
|
|
2014
Q3 | $11.4M | Buy |
265,940
+2,970
| +1% | +$127K | 2.79% | 20 |
|
|
2014
Q2 | $11.9M | Buy |
262,970
+2,496
| +1% | +$113K | 2.9% | 21 |
|
|
2014
Q1 | $11.2M | Sell |
260,474
-1,265
| -0.5% | -$54.6K | 2.81% | 22 |
|
|
2013
Q4 | $11.3M | Buy |
261,739
+3,970
| +2% | +$172K | 2.89% | 21 |
|
|
2013
Q3 | $11M | Buy |
257,769
+541
| +0.2% | +$23.1K | 3.09% | 17 |
|
|
2013
Q2 | $10.6M | Buy |
+257,228
| New | +$10.6M | 2.92% | 17 |
|