OWA
Outlook Wealth Advisors’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,448
| Closed | -$223K | – | 164 |
|
|
2020
Q1 | $223K | Sell |
5,448
-1,123
| -17% | -$46K | 0.13% | 139 |
|
|
2019
Q4 | $305K | Sell |
6,571
-5,491
| -46% | -$255K | 0.17% | 119 |
|
|
2019
Q3 | $584K | Sell |
12,062
-1,292
| -10% | -$62.6K | 0.35% | 63 |
|
|
2019
Q2 | $607K | Buy |
13,354
+336
| +3% | +$15.3K | 0.4% | 63 |
|
|
2019
Q1 | $578K | Buy |
13,018
+10,262
| +372% | +$456K | 0.48% | 57 |
|
|
2018
Q4 | $1.09M | Buy |
+2,756
| New | +$1.09M | 0.5% | 50 |
|