Optimum Investment Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$17K | – | 905 |
|
|
2020
Q4 | $17K | Hold |
400
| – | – | 0.01% | 644 |
|
|
2020
Q3 | $17K | Hold |
400
| – | – | 0.01% | 627 |
|
|
2020
Q2 | $17K | Sell |
400
-1,150
| -74% | -$48.9K | 0.01% | 623 |
|
|
2020
Q1 | $63K | Sell |
1,550
-406
| -21% | -$16.5K | 0.03% | 377 |
|
|
2019
Q4 | $91K | Sell |
1,956
-195
| -9% | -$9.07K | 0.03% | 403 |
|
|
2019
Q3 | $104K | Buy |
2,151
+601
| +39% | +$29.1K | 0.03% | 375 |
|
|
2019
Q2 | $70K | Hold |
1,550
| – | – | 0.02% | 440 |
|
|
2019
Q1 | $69K | Hold |
1,550
| – | – | 0.02% | 445 |
|
|
2018
Q4 | $61K | Sell |
1,550
-200
| -11% | -$7.87K | 0.02% | 434 |
|
|
2018
Q3 | $71K | Hold |
1,750
| – | – | 0.02% | 460 |
|
|
2018
Q2 | $71K | Sell |
1,750
-1,050
| -38% | -$42.6K | 0.02% | 458 |
|
|
2018
Q1 | $121K | Buy |
+2,800
| New | +$121K | 0.04% | 370 |
|
|
2015
Q1 | $142K | Sell |
3,350
-100
| -3% | -$4.24K | 0.04% | 333 |
|
|
2014
Q4 | $158K | Sell |
3,450
-200
| -5% | -$9.16K | 0.05% | 301 |
|
|
2014
Q3 | $156K | Hold |
3,650
| – | – | 0.05% | 294 |
|
|
2014
Q2 | $166K | Buy |
3,650
+100
| +3% | +$4.55K | 0.05% | 284 |
|
|
2014
Q1 | $153K | Sell |
3,550
-250
| -7% | -$10.8K | 0.06% | 253 |
|
|
2013
Q4 | $165K | Buy |
3,800
+500
| +15% | +$21.7K | 0.06% | 246 |
|
|
2013
Q3 | $141K | Buy |
+3,300
| New | +$141K | 0.06% | 242 |
|