Security National Trust’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$47K | – | 389 |
|
|
2017
Q3 | $47K | Hold |
1,000
| – | – | 0.02% | 266 |
|
|
2017
Q2 | $45K | Hold |
1,000
| – | – | 0.02% | 281 |
|
|
2017
Q1 | $44K | Sell |
1,000
-160
| -14% | -$7.04K | 0.01% | 284 |
|
|
2016
Q4 | $50K | Hold |
1,160
| – | – | 0.02% | 273 |
|
|
2016
Q3 | $53K | Hold |
1,160
| – | – | 0.02% | 263 |
|
|
2016
Q2 | $55K | Buy |
1,160
+160
| +16% | +$7.59K | 0.02% | 261 |
|
|
2016
Q1 | $46K | Hold |
1,000
| – | – | 0.02% | 275 |
|
|
2015
Q4 | $39K | Hold |
1,000
| – | – | 0.02% | 281 |
|
|
2015
Q3 | $41K | Hold |
1,000
| – | – | 0.02% | 282 |
|
|
2015
Q2 | $43K | Hold |
1,000
| – | – | 0.02% | 289 |
|
|
2015
Q1 | $42K | Hold |
1,000
| – | – | 0.01% | 298 |
|
|
2014
Q4 | $46K | Hold |
1,000
| – | – | 0.02% | 282 |
|
|
2014
Q3 | $43K | Sell |
1,000
-200
| -17% | -$8.6K | 0.02% | 285 |
|
|
2014
Q2 | $54K | Hold |
1,200
| – | – | 0.02% | 273 |
|
|
2014
Q1 | $52K | Hold |
1,200
| – | – | 0.02% | 276 |
|
|
2013
Q4 | $52K | Buy |
1,200
+200
| +20% | +$8.67K | 0.02% | 268 |
|
|
2013
Q3 | $43K | Sell |
1,000
-100
| -9% | -$4.3K | 0.02% | 274 |
|
|
2013
Q2 | $45K | Buy |
+1,100
| New | +$45K | 0.02% | 266 |
|