PJSIMP
P.J. Schmidt Investment Management (PJS)’s BCE BCE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,132
| Closed | -$208K | – | 183 |
|
2024
Q1 | $208K | Buy |
6,132
+1,200
| +24% | +$40.8K | 0.04% | 176 |
|
2023
Q4 | $201K | Sell |
4,932
-2,033
| -29% | -$82.8K | 0.04% | 166 |
|
2023
Q3 | $261K | Sell |
6,965
-500
| -7% | -$18.8K | 0.06% | 148 |
|
2023
Q2 | $327K | Hold |
7,465
| – | – | 0.07% | 134 |
|
2023
Q1 | $358K | Hold |
7,465
| – | – | 0.07% | 131 |
|
2022
Q4 | $328K | Buy |
7,465
+300
| +4% | +$13.2K | 0.07% | 130 |
|
2022
Q3 | $310K | Buy |
7,165
+1,200
| +20% | +$51.9K | 0.07% | 135 |
|
2022
Q2 | $300K | Sell |
5,965
-150
| -2% | -$7.54K | 0.07% | 140 |
|
2022
Q1 | $325K | Hold |
6,115
| – | – | 0.07% | 140 |
|
2021
Q4 | $320K | Hold |
6,115
| – | – | 0.06% | 148 |
|
2021
Q3 | $312K | Hold |
6,115
| – | – | 0.06% | 149 |
|
2021
Q2 | $302K | Hold |
6,115
| – | – | 0.06% | 147 |
|
2021
Q1 | $289K | Hold |
6,115
| – | – | 0.06% | 142 |
|
2020
Q4 | $259K | Sell |
6,115
-75
| -1% | -$3.18K | 0.06% | 142 |
|
2020
Q3 | $260K | Buy |
6,190
+165
| +3% | +$6.93K | 0.06% | 129 |
|
2020
Q2 | $252K | Hold |
6,025
| – | – | 0.08% | 107 |
|
2020
Q1 | $246K | Sell |
6,025
-1,250
| -17% | -$51K | 0.09% | 109 |
|
2019
Q4 | $337K | Buy |
7,275
+200
| +3% | +$9.27K | 0.09% | 112 |
|
2019
Q3 | $343K | Sell |
7,075
-150
| -2% | -$7.27K | 0.1% | 111 |
|
2019
Q2 | $329K | Hold |
7,225
| – | – | 0.1% | 116 |
|
2019
Q1 | $321K | Hold |
7,225
| – | – | 0.09% | 113 |
|
2018
Q4 | $286K | Hold |
7,225
| – | – | 0.09% | 112 |
|
2018
Q3 | $293K | Hold |
7,225
| – | – | 0.08% | 120 |
|
2018
Q2 | $293K | Hold |
7,225
| – | – | 0.09% | 117 |
|
2018
Q1 | $311K | Hold |
7,225
| – | – | 0.09% | 108 |
|
2017
Q4 | $347K | Sell |
7,225
-2,975
| -29% | -$143K | 0.1% | 103 |
|
2017
Q3 | $478K | Hold |
10,200
| – | – | 0.14% | 96 |
|
2017
Q2 | $459K | Hold |
10,200
| – | – | 0.14% | 94 |
|
2017
Q1 | $452K | Sell |
10,200
-500
| -5% | -$22.2K | 0.16% | 93 |
|
2016
Q4 | $463K | Sell |
10,700
-13,350
| -56% | -$578K | 0.17% | 91 |
|
2016
Q3 | $1.11M | Sell |
24,050
-5,250
| -18% | -$243K | 0.41% | 67 |
|
2016
Q2 | $1.39M | Hold |
29,300
| – | – | 0.52% | 59 |
|
2016
Q1 | $1.33M | Sell |
29,300
-240
| -0.8% | -$10.9K | 0.52% | 60 |
|
2015
Q4 | $1.14M | Hold |
29,540
| – | – | 0.46% | 66 |
|
2015
Q3 | $1.21M | Sell |
29,540
-750
| -2% | -$30.7K | 0.53% | 59 |
|
2015
Q2 | $1.29M | Sell |
30,290
-3,220
| -10% | -$137K | 0.5% | 57 |
|
2015
Q1 | $1.42M | Sell |
33,510
-4,650
| -12% | -$197K | 0.56% | 55 |
|
2014
Q4 | $1.75M | Sell |
38,160
-2,235
| -6% | -$102K | 0.69% | 45 |
|
2014
Q3 | $1.73M | Sell |
40,395
-900
| -2% | -$38.5K | 0.71% | 50 |
|
2014
Q2 | $1.87M | Sell |
41,295
-6,225
| -13% | -$282K | 0.73% | 46 |
|
2014
Q1 | $2.05M | Sell |
47,520
-3,470
| -7% | -$150K | 0.81% | 44 |
|
2013
Q4 | $2.21M | Sell |
50,990
-150
| -0.3% | -$6.49K | 0.93% | 37 |
|
2013
Q3 | $2.18M | Sell |
51,140
-25
| -0% | -$1.07K | 1% | 33 |
|
2013
Q2 | $2.1M | Buy |
+51,165
| New | +$2.1M | 1.01% | 36 |
|