Valley National Advisers’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-101
| Closed | -$3K | – | 1180 |
|
|
2024
Q1 | $3K | Sell |
101
-410
| -80% | -$12.2K | ﹤0.01% | 852 |
|
|
2023
Q4 | $20K | Hold |
511
| – | – | ﹤0.01% | 536 |
|
|
2023
Q3 | $20K | Hold |
511
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $24K | Hold |
511
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $24K | Hold |
511
| – | – | ﹤0.01% | 481 |
|
|
2022
Q4 | $23K | Sell |
511
-224
| -30% | -$10.1K | ﹤0.01% | 476 |
|
|
2022
Q3 | $32K | Sell |
735
-38
| -5% | -$1.65K | 0.01% | 435 |
|
|
2022
Q2 | $38K | Hold |
773
| – | – | 0.01% | 384 |
|
|
2022
Q1 | $43K | Sell |
773
-56
| -7% | -$3.12K | 0.01% | 394 |
|
|
2021
Q4 | $43K | Buy |
829
+489
| +144% | +$25.4K | 0.01% | 387 |
|
|
2021
Q3 | $17K | Hold |
340
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $17K | Hold |
340
| – | – | ﹤0.01% | 511 |
|
|
2021
Q1 | $15K | Hold |
340
| – | – | ﹤0.01% | 494 |
|
|
2020
Q4 | $15K | Hold |
340
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $14K | Hold |
340
| – | – | ﹤0.01% | 436 |
|
|
2020
Q2 | $14K | Hold |
340
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $14K | Sell |
340
-464
| -58% | -$19.1K | ﹤0.01% | 431 |
|
|
2019
Q4 | $37K | Sell |
804
-89
| -10% | -$4.1K | 0.01% | 346 |
|
|
2019
Q3 | $43K | Hold |
893
| – | – | 0.01% | 322 |
|
|
2019
Q2 | $41K | Sell |
893
-15,469
| -95% | -$710K | 0.01% | 302 |
|
|
2019
Q1 | $726K | Sell |
16,362
-913
| -5% | -$40.5K | 0.21% | 90 |
|
|
2018
Q4 | $683K | Sell |
17,275
-843
| -5% | -$33.3K | 0.22% | 88 |
|
|
2018
Q3 | $734K | Sell |
18,118
-1,549
| -8% | -$62.8K | 0.25% | 84 |
|
|
2018
Q2 | $796K | Sell |
19,667
-199
| -1% | -$8.05K | 0.3% | 75 |
|
|
2018
Q1 | $855K | Buy |
19,866
+732
| +4% | +$31.5K | 0.32% | 70 |
|
|
2017
Q4 | $919K | Sell |
19,134
-590
| -3% | -$28.3K | 0.32% | 62 |
|
|
2017
Q3 | $924K | Sell |
19,724
-1,297
| -6% | -$60.8K | 0.32% | 57 |
|
|
2017
Q2 | $947K | Sell |
21,021
-1,796
| -8% | -$80.9K | 0.34% | 58 |
|
|
2017
Q1 | $1.01M | Sell |
22,817
-12,421
| -35% | -$550K | 0.38% | 54 |
|
|
2016
Q4 | $1.52M | Sell |
35,238
-711
| -2% | -$30.8K | 0.7% | 42 |
|
|
2016
Q3 | $1.66M | Sell |
35,949
-206
| -0.6% | -$9.51K | 0.86% | 33 |
|
|
2016
Q2 | $1.71M | Hold |
36,155
| – | – | 0.89% | 34 |
|
|
2016
Q1 | $1.65M | Buy |
36,155
+1,329
| +4% | +$60.5K | 0.88% | 32 |
|
|
2015
Q4 | $1.35M | Sell |
34,826
-1,883
| -5% | -$72.7K | 0.79% | 38 |
|
|
2015
Q3 | $1.5M | Sell |
36,709
-923
| -2% | -$37.8K | 0.91% | 35 |
|
|
2015
Q2 | $1.6M | Hold |
37,632
| – | – | 0.9% | 36 |
|
|
2015
Q1 | $1.59M | Buy |
37,632
+25,123
| +201% | +$1.06M | 0.94% | 33 |
|
|
2014
Q4 | $542K | Buy |
+12,509
| New | +$542K | 0.41% | 64 |
|