PPWM
PFG Private Wealth Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-124
| Closed | -$2.85K | – | 77 |
|
|
2025
Q1 | $2.85K | Buy |
124
+51
| +70% | +$1.17K | ﹤0.01% | 212 |
|
|
2024
Q4 | $1.69K | Hold |
73
| – | – | ﹤0.01% | 201 |
|
|
2024
Q3 | $2.54K | Hold |
73
| – | – | ﹤0.01% | 196 |
|
|
2024
Q2 | $2.36K | Hold |
73
| – | – | ﹤0.01% | 197 |
|
|
2024
Q1 | $2.48K | Hold |
73
| – | – | ﹤0.01% | 189 |
|
|
2023
Q4 | $2.88K | Sell |
73
-651
| -90% | -$25.6K | ﹤0.01% | 180 |
|
|
2023
Q3 | $27.6K | Sell |
724
-1,333
| -65% | -$50.9K | 0.02% | 153 |
|
|
2023
Q2 | $93.8K | Buy |
2,057
+201
| +11% | +$9.16K | 0.06% | 112 |
|
|
2023
Q1 | $83.1K | Buy |
1,856
+207
| +13% | +$9.27K | 0.05% | 127 |
|
|
2022
Q4 | $72K | Sell |
1,649
-347
| -17% | -$15.2K | 0.04% | 116 |
|
|
2022
Q3 | $84K | Hold |
1,996
| – | – | 0.06% | 94 |
|
|
2022
Q2 | $98K | Buy |
1,996
+50
| +3% | +$2.46K | 0.06% | 102 |
|
|
2022
Q1 | $108K | Buy |
1,946
+1,875
| +2,641% | +$104K | 0.06% | 109 |
|
|
2021
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 213 |
|