Stiles Financial Services’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,039
| Closed | -$230K | – | 178 |
|
2023
Q2 | $230K | Buy |
5,039
+65
| +1% | +$2.96K | 0.11% | 169 |
|
2023
Q1 | $223K | Buy |
4,974
+63
| +1% | +$2.82K | 0.12% | 165 |
|
2022
Q4 | $216K | Buy |
4,911
+65
| +1% | +$2.86K | 0.12% | 161 |
|
2022
Q3 | $203K | Buy |
4,846
+454
| +10% | +$19K | 0.12% | 154 |
|
2022
Q2 | $216K | Buy |
4,392
+47
| +1% | +$2.31K | 0.13% | 154 |
|
2022
Q1 | $241K | Buy |
4,345
+48
| +1% | +$2.66K | 0.12% | 156 |
|
2021
Q4 | $224K | Buy |
+4,297
| New | +$224K | 0.11% | 166 |
|