Sequoia 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 | $355K | Buy |
15,997
+2,671
| +20% | +$59.2K | ﹤0.01% | 1166 |
|
2025
Q1 | $306K | Buy |
13,326
+4,038
| +43% | +$92.7K | ﹤0.01% | 1046 |
|
2024
Q4 | $215K | Buy |
9,288
+2,013
| +28% | +$46.7K | ﹤0.01% | 1178 |
|
2024
Q3 | $253K | Buy |
+7,275
| New | +$253K | ﹤0.01% | 1048 |
|
2023
Q3 | – | Sell |
-5,958
| Closed | -$272K | – | 962 |
|
2023
Q2 | $272K | Buy |
5,958
+956
| +19% | +$43.6K | ﹤0.01% | 736 |
|
2023
Q1 | $224K | Sell |
5,002
-829
| -14% | -$37.1K | 0.01% | 725 |
|
2022
Q4 | $256K | Buy |
+5,831
| New | +$256K | 0.01% | 641 |
|