Ritholtz Wealth Management’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 |
-9,172
| Closed | -$350K | – | 759 |
|
2023
Q3 | $350K | Sell |
9,172
-16,088
| -64% | -$614K | 0.02% | 521 |
|
2023
Q2 | $1.15M | Buy |
25,260
+1,058
| +4% | +$48.2K | 0.05% | 236 |
|
2023
Q1 | $1.08M | Buy |
24,202
+2,077
| +9% | +$93K | 0.05% | 243 |
|
2022
Q4 | $972K | Buy |
22,125
+15,953
| +258% | +$701K | 0.05% | 240 |
|
2022
Q3 | $259K | Buy |
+6,172
| New | +$259K | 0.01% | 586 |
|