PFWA
Paces Ferry Wealth Advisors’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,306
| Closed | -$212K | – | 95 |
|
|
2022
Q2 | $212K | Hold |
4,306
| – | – | 0.21% | 96 |
|
|
2022
Q1 | $239K | Hold |
4,306
| – | – | 0.19% | 102 |
|
|
2021
Q4 | $224K | Sell |
4,306
-152
| -3% | -$7.91K | 0.16% | 104 |
|
|
2021
Q3 | $223K | Sell |
4,458
-218
| -5% | -$10.9K | 0.18% | 110 |
|
|
2021
Q2 | $231K | Hold |
4,676
| – | – | 0.18% | 114 |
|
|
2021
Q1 | $211K | Hold |
4,676
| – | – | 0.18% | 115 |
|
|
2020
Q4 | $200K | Sell |
4,676
-30
| -0.6% | -$1.28K | 0.18% | 113 |
|
|
2020
Q3 | $195K | Buy |
+4,706
| New | +$195K | 0.17% | 105 |
|