Valeo Financial Advisors’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 |
-6,307
| Closed | -$204K | – | 694 |
|
|
2024
Q2 | $204K | Sell |
6,307
-420
| -6% | -$13.6K | 0.01% | 607 |
|
|
2024
Q1 | $222K | Buy |
6,727
+426
| +7% | +$14.1K | 0.01% | 584 |
|
|
2023
Q4 | $248K | Buy |
6,301
+525
| +9% | +$20.7K | 0.01% | 548 |
|
|
2023
Q3 | $220K | Sell |
5,776
-220
| -4% | -$8.4K | 0.01% | 538 |
|
|
2023
Q2 | $273K | Buy |
5,996
+142
| +2% | +$6.47K | 0.01% | 454 |
|
|
2023
Q1 | $262K | Sell |
5,854
-690
| -11% | -$30.9K | 0.01% | 478 |
|
|
2022
Q4 | $288K | Buy |
6,544
+293
| +5% | +$12.9K | 0.02% | 395 |
|
|
2022
Q3 | $262K | Buy |
6,251
+195
| +3% | +$8.17K | 0.02% | 379 |
|
|
2022
Q2 | $298K | Sell |
6,056
-394
| -6% | -$19.4K | 0.02% | 342 |
|
|
2022
Q1 | $358K | Buy |
6,450
+1,549
| +32% | +$86K | 0.02% | 385 |
|
|
2021
Q4 | $255K | Buy |
+4,901
| New | +$255K | 0.01% | 435 |
|
|
2021
Q2 | – | Sell |
-414
| Closed | -$19K | – | 585 |
|
|
2021
Q1 | $19K | Buy |
414
+194
| +88% | +$8.9K | ﹤0.01% | 1101 |
|
|
2020
Q4 | $9K | Hold |
220
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q3 | $9K | Sell |
220
-574
| -72% | -$23.5K | ﹤0.01% | 1057 |
|
|
2020
Q2 | $33K | Buy |
794
+165
| +26% | +$6.86K | ﹤0.01% | 834 |
|
|
2020
Q1 | $26K | Sell |
629
-802
| -56% | -$33.2K | ﹤0.01% | 775 |
|
|
2019
Q4 | $66K | Buy |
1,431
+1,313
| +1,113% | +$60.6K | 0.01% | 549 |
|
|
2019
Q3 | $6K | Sell |
118
-100
| -46% | -$5.09K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $10K | Buy |
218
+15
| +7% | +$688 | ﹤0.01% | 1009 |
|
|
2019
Q1 | $9K | Hold |
203
| – | – | ﹤0.01% | 978 |
|
|
2018
Q4 | $8K | Hold |
203
| – | – | ﹤0.01% | 926 |
|
|
2018
Q3 | $8K | Hold |
203
| – | – | ﹤0.01% | 1013 |
|
|
2018
Q2 | $8K | Sell |
203
-220
| -52% | -$8.67K | ﹤0.01% | 988 |
|
|
2018
Q1 | $18K | Buy |
423
+278
| +192% | +$11.8K | ﹤0.01% | 734 |
|
|
2017
Q4 | $7K | Buy |
145
+100
| +222% | +$4.83K | ﹤0.01% | 895 |
|
|
2017
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 996 |
|