SWA
SOA Wealth Advisors’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Hold |
48
| – | – | ﹤0.01% | 751 |
|
|
2025
Q1 | $1.1K | Hold |
48
| – | – | ﹤0.01% | 736 |
|
|
2024
Q4 | $1.11K | Hold |
48
| – | – | ﹤0.01% | 725 |
|
|
2024
Q3 | $1.67K | Hold |
48
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $1.55K | Sell |
48
-268
| -85% | -$8.68K | ﹤0.01% | 698 |
|
|
2024
Q1 | $10.7K | Hold |
316
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $12.4K | Hold |
316
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $12.1K | Hold |
316
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $14.4K | Hold |
316
| – | – | ﹤0.01% | 485 |
|
|
2023
Q1 | $14.2K | Hold |
316
| – | – | ﹤0.01% | 484 |
|
|
2022
Q4 | $13.9K | Hold |
316
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $13K | Hold |
316
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $15K | Hold |
316
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $17K | Hold |
316
| – | – | ﹤0.01% | 492 |
|
|
2021
Q4 | $16K | Hold |
316
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $15K | Hold |
316
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $15K | Sell |
316
-49
| -13% | -$2.33K | ﹤0.01% | 497 |
|
|
2021
Q1 | $16K | Hold |
365
| – | – | ﹤0.01% | 434 |
|
|
2020
Q4 | $15K | Buy |
+365
| New | +$15K | ﹤0.01% | 447 |
|