Plante Moran Financial Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27
| Closed | -$620 | – | 780 |
|
|
2025
Q1 | $620 | Hold |
27
| – | – | ﹤0.01% | 740 |
|
|
2024
Q4 | $626 | Hold |
27
| – | – | ﹤0.01% | 840 |
|
|
2024
Q3 | $940 | Hold |
27
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $874 | Hold |
27
| – | – | ﹤0.01% | 730 |
|
|
2024
Q1 | $917 | Hold |
27
| – | – | ﹤0.01% | 791 |
|
|
2023
Q4 | $1.06K | Hold |
27
| – | – | ﹤0.01% | 757 |
|
|
2023
Q3 | $1.03K | Hold |
27
| – | – | ﹤0.01% | 689 |
|
|
2023
Q2 | $1.23K | Hold |
27
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $1.21K | Hold |
27
| – | – | ﹤0.01% | 728 |
|
|
2022
Q4 | $1.19K | Hold |
27
| – | – | ﹤0.01% | 758 |
|
|
2022
Q3 | $1K | Sell |
27
-134
| -83% | -$4.96K | ﹤0.01% | 807 |
|
|
2022
Q2 | $8K | Buy |
161
+134
| +496% | +$6.66K | ﹤0.01% | 637 |
|
|
2022
Q1 | $1K | Sell |
27
-244
| -90% | -$9.04K | ﹤0.01% | 768 |
|
|
2021
Q4 | $14K | Buy |
271
+244
| +904% | +$12.6K | ﹤0.01% | 620 |
|
|
2021
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 889 |
|
|
2021
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $1K | Sell |
27
-28
| -51% | -$1.04K | ﹤0.01% | 949 |
|
|
2020
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 765 |
|
|
2018
Q2 | – | Sell |
-1,031
| Closed | -$44K | – | 819 |
|
|
2018
Q1 | $44K | Hold |
1,031
| – | – | 0.02% | 363 |
|
|
2017
Q4 | $49K | Buy |
1,031
+181
| +21% | +$8.6K | 0.03% | 351 |
|
|
2017
Q3 | $40K | Hold |
850
| – | – | 0.02% | 353 |
|
|
2017
Q2 | $38K | Buy |
850
+303
| +55% | +$13.5K | 0.02% | 366 |
|
|
2017
Q1 | $24K | Buy |
+547
| New | +$24K | 0.01% | 445 |
|
|
2015
Q1 | – | Sell |
-1,107
| Closed | -$51K | – | 720 |
|
|
2014
Q4 | $51K | Buy |
1,107
+28
| +3% | +$1.29K | 0.04% | 275 |
|
|
2014
Q3 | $46K | Hold |
1,079
| – | – | 0.04% | 266 |
|
|
2014
Q2 | $49K | Buy |
+1,079
| New | +$49K | 0.04% | 234 |
|
|
2014
Q1 | – | Sell |
-3,020
| Closed | -$131K | – | 624 |
|
|
2013
Q4 | $131K | Buy |
3,020
+2,365
| +361% | +$103K | 0.07% | 120 |
|
|
2013
Q3 | $28K | Buy |
+655
| New | +$28K | 0.02% | 245 |
|