SDAM
Shulman DeMeo Asset Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,040
| Closed | -$269K | – | 136 |
|
|
2023
Q3 | $269K | Sell |
7,040
-1,390
| -16% | -$53.1K | 0.09% | 101 |
|
|
2023
Q2 | $384K | Sell |
8,430
-54
| -0.6% | -$2.46K | 0.12% | 81 |
|
|
2023
Q1 | $380K | Sell |
8,484
-4
| -0% | -$179 | 0.12% | 82 |
|
|
2022
Q4 | $373K | Hold |
8,488
| – | – | 0.12% | 82 |
|
|
2022
Q3 | $356K | Sell |
8,488
-3
| -0% | -$126 | 0.13% | 83 |
|
|
2022
Q2 | $418K | Buy |
8,491
+88
| +1% | +$4.33K | 0.14% | 76 |
|
|
2022
Q1 | $466K | Buy |
8,403
+149
| +2% | +$8.26K | 0.13% | 78 |
|
|
2021
Q4 | $430K | Buy |
+8,254
| New | +$430K | 0.11% | 84 |
|
|
2021
Q3 | – | Sell |
-8,899
| Closed | -$439K | – | 88 |
|
|
2021
Q2 | $439K | Sell |
8,899
-445
| -5% | -$22K | 0.17% | 36 |
|
|
2021
Q1 | $422K | Buy |
9,344
+178
| +2% | +$8.04K | 0.12% | 82 |
|
|
2020
Q4 | $392K | Sell |
9,166
-215
| -2% | -$9.2K | 0.11% | 90 |
|
|
2020
Q3 | $389K | Sell |
9,381
-7
| -0.1% | -$290 | 0.13% | 73 |
|
|
2020
Q2 | $392K | Buy |
9,388
+3,010
| +47% | +$126K | 0.15% | 68 |
|
|
2020
Q1 | $261K | Hold |
6,378
| – | – | 0.12% | 74 |
|
|
2019
Q4 | $296K | Sell |
6,378
-269
| -4% | -$12.5K | 0.1% | 96 |
|
|
2019
Q3 | $322K | Hold |
6,647
| – | – | 0.11% | 91 |
|
|
2019
Q2 | $302K | Hold |
6,647
| – | – | 0.11% | 92 |
|
|
2019
Q1 | $295K | Buy |
+6,647
| New | +$295K | 0.11% | 88 |
|