Phillips Wealth Planners’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,491
| Closed | -$269K | – | 176 |
|
|
2023
Q4 | $269K | Sell |
6,491
-2,371
| -27% | -$98.4K | 0.32% | 119 |
|
|
2023
Q3 | $333K | Sell |
8,862
-1,389
| -14% | -$52.1K | 0.45% | 84 |
|
|
2023
Q2 | $467K | Buy |
10,251
+408
| +4% | +$18.6K | 0.61% | 55 |
|
|
2023
Q1 | $475K | Buy |
+9,843
| New | +$475K | 0.63% | 51 |
|