Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$10K Hold
284
﹤0.01% 370
2023
Q2
$12K Buy
+284
New +$13.2K ﹤0.01% 329
2023
Q1
Sell
-121
Closed -$5K 726
2022
Q4
$5K Buy
+121
New +$5.45K ﹤0.01% 190

Other funds holding BCE

Steward Financial Group's BCE Position: Q3 2023 in Review

Steward Financial Group held its BCE (BCE) position steady in Q3 2023 at 284 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Steward Financial Group first reported a position in BCE in Q4 2022 and has held it in 3 quarters since. The position peaked at $12K in Q2 2023. 562 funds tracked by Wall St. Rank hold BCE as of Q3 2023.

  • Steward Financial Group held 284 shares of BCE worth $10K as of Q3 2023.
  • Steward Financial Group left its BCE share count unchanged in Q3 2023.
  • BCE made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #370 holding.
  • Steward Financial Group first reported a position in BCE in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's BCE position peaked at $12K in Q2 2023.
  • 562 funds tracked by Wall St. Rank held BCE as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.