Pinion Investment Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,341
| Closed | -$242K | – | 150 |
|
2023
Q3 | $242K | Sell |
6,341
-430
| -6% | -$16.4K | 0.16% | 142 |
|
2023
Q2 | $309K | Buy |
6,771
+1,976
| +41% | +$90.1K | 0.21% | 124 |
|
2023
Q1 | $215K | Sell |
4,795
-845
| -15% | -$37.9K | 0.2% | 115 |
|
2022
Q4 | $248K | Sell |
5,640
-2,096
| -27% | -$92.2K | 0.23% | 109 |
|
2022
Q3 | $324K | Hold |
7,736
| – | – | 0.28% | 110 |
|
2022
Q2 | $380K | Sell |
7,736
-215
| -3% | -$10.6K | 0.32% | 105 |
|
2022
Q1 | $441K | Hold |
7,951
| – | – | 0.31% | 104 |
|
2021
Q4 | $414K | Sell |
7,951
-95
| -1% | -$4.95K | 0.28% | 107 |
|
2021
Q3 | $403K | Buy |
8,046
+51
| +0.6% | +$2.55K | 0.32% | 99 |
|
2021
Q2 | $394K | Sell |
7,995
-30
| -0.4% | -$1.48K | 0.32% | 107 |
|
2021
Q1 | $362K | Buy |
8,025
+396
| +5% | +$17.9K | 0.33% | 108 |
|
2020
Q4 | $327K | Buy |
7,629
+302
| +4% | +$12.9K | 0.34% | 101 |
|
2020
Q3 | $306K | Hold |
7,327
| – | – | 0.46% | 88 |
|
2020
Q2 | $306K | Buy |
7,327
+25
| +0.3% | +$1.04K | 0.46% | 88 |
|
2020
Q1 | $298K | Buy |
7,302
+1,192
| +20% | +$48.6K | 0.64% | 70 |
|
2019
Q4 | $283K | Buy |
6,110
+1,680
| +38% | +$77.8K | 0.52% | 97 |
|
2019
Q3 | $214K | Buy |
+4,430
| New | +$214K | 0.44% | 108 |
|