Sheets Smith 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 |
-7,345
| Closed | -$281K | – | 357 |
|
|
2023
Q3 | $281K | Hold |
7,345
| – | – | 0.04% | 278 |
|
|
2023
Q2 | $335K | Hold |
7,345
| – | – | 0.05% | 265 |
|
|
2023
Q1 | $329K | Sell |
7,345
-459
| -6% | -$20.6K | 0.05% | 254 |
|
|
2022
Q4 | $343K | Buy |
7,804
+70
| +0.9% | +$3.08K | 0.05% | 237 |
|
|
2022
Q3 | $324K | Sell |
7,734
-1,116
| -13% | -$46.8K | 0.05% | 235 |
|
|
2022
Q2 | $435K | Hold |
8,850
| – | – | 0.07% | 195 |
|
|
2022
Q1 | $491K | Sell |
8,850
-653
| -7% | -$36.2K | 0.07% | 215 |
|
|
2021
Q4 | $495K | Buy |
9,503
+113
| +1% | +$5.89K | 0.06% | 233 |
|
|
2021
Q3 | $470K | Hold |
9,390
| – | – | 0.06% | 225 |
|
|
2021
Q2 | $463K | Hold |
9,390
| – | – | 0.06% | 230 |
|
|
2021
Q1 | $424K | Sell |
9,390
-167
| -2% | -$7.54K | 0.06% | 233 |
|
|
2020
Q4 | $409K | Hold |
9,557
| – | – | 0.06% | 228 |
|
|
2020
Q3 | $396K | Sell |
9,557
-549
| -5% | -$22.7K | 0.07% | 211 |
|
|
2020
Q2 | $422K | Buy |
10,106
+2,121
| +27% | +$88.6K | 0.08% | 171 |
|
|
2020
Q1 | $326K | Buy |
7,985
+70
| +0.9% | +$2.86K | 0.07% | 198 |
|
|
2019
Q4 | $367K | Buy |
7,915
+1,450
| +22% | +$67.2K | 0.07% | 240 |
|
|
2019
Q3 | $313K | Buy |
6,465
+91
| +1% | +$4.41K | 0.06% | 243 |
|
|
2019
Q2 | $290K | Buy |
6,374
+1,684
| +36% | +$76.6K | 0.06% | 270 |
|
|
2019
Q1 | $208K | Buy |
+4,690
| New | +$208K | 0.05% | 301 |
|