Sugarloaf Wealth Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-57
| Closed | -$1.85K | – | 678 |
|
2024
Q2 | $1.85K | Hold |
57
| – | – | ﹤0.01% | 592 |
|
2024
Q1 | $1.94K | Hold |
57
| – | – | ﹤0.01% | 594 |
|
2023
Q4 | $2.25K | Sell |
57
-137
| -71% | -$5.4K | ﹤0.01% | 596 |
|
2023
Q3 | $7.41K | Hold |
194
| – | – | ﹤0.01% | 497 |
|
2023
Q2 | $8.84K | Hold |
194
| – | – | ﹤0.01% | 489 |
|
2023
Q1 | $8.69K | Hold |
194
| – | – | ﹤0.01% | 494 |
|
2022
Q4 | $8.53K | Hold |
194
| – | – | ﹤0.01% | 515 |
|
2022
Q3 | $9K | Hold |
194
| – | – | ﹤0.01% | 529 |
|
2022
Q2 | $10K | Hold |
194
| – | – | ﹤0.01% | 511 |
|
2022
Q1 | $11K | Hold |
194
| – | – | ﹤0.01% | 474 |
|
2021
Q4 | $10K | Hold |
194
| – | – | ﹤0.01% | 503 |
|
2021
Q3 | $10K | Hold |
194
| – | – | ﹤0.01% | 511 |
|
2021
Q2 | $10K | Hold |
194
| – | – | ﹤0.01% | 491 |
|
2021
Q1 | $9 | Sell |
194
-368
| -65% | -$17 | ﹤0.01% | 503 |
|
2020
Q4 | $24K | Buy |
562
+4
| +0.7% | +$171 | 0.01% | 349 |
|
2020
Q3 | $23K | Buy |
558
+4
| +0.7% | +$165 | 0.01% | 331 |
|
2020
Q2 | $23K | Buy |
554
+4
| +0.7% | +$166 | 0.01% | 329 |
|
2020
Q1 | $22K | Sell |
550
-182
| -25% | -$7.28K | 0.01% | 312 |
|
2019
Q4 | $41K | Buy |
+732
| New | +$41K | 0.02% | 272 |
|