Rockbridge Investment Management’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 |
-20
| Closed | -$788 | – | 169 |
|
2023
Q4 | $788 | Buy |
+20
| New | +$788 | ﹤0.01% | 596 |
|
2022
Q3 | – | Sell |
-20
| Closed | -$984 | – | 149 |
|
2022
Q2 | $984 | Hold |
20
| – | – | ﹤0.01% | 569 |
|
2022
Q1 | $1.12K | Hold |
20
| – | – | ﹤0.01% | 725 |
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 750 |
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 698 |
|
2021
Q2 | $1K | Sell |
20
-100
| -83% | -$5K | ﹤0.01% | 695 |
|
2021
Q1 | $5K | Buy |
120
+20
| +20% | +$833 | ﹤0.01% | 573 |
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
2020
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 507 |
|