Sax Wealth Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,270
| Closed | -$370K | – | 178 |
|
|
2023
Q1 | $370K | Hold |
8,270
| – | – | 0.08% | 127 |
|
|
2022
Q4 | $363K | Sell |
8,270
-500
| -6% | -$22K | 0.08% | 122 |
|
|
2022
Q3 | $368K | Sell |
8,770
-500
| -5% | -$21K | 0.09% | 118 |
|
|
2022
Q2 | $456K | Hold |
9,270
| – | – | 0.12% | 111 |
|
|
2022
Q1 | $514K | Hold |
9,270
| – | – | 0.12% | 108 |
|
|
2021
Q4 | $482K | Buy |
9,270
+2,000
| +28% | +$104K | 0.1% | 118 |
|
|
2021
Q3 | $364K | Hold |
7,270
| – | – | 0.09% | 120 |
|
|
2021
Q2 | $359K | Buy |
+7,270
| New | +$359K | 0.12% | 113 |
|