Waverly Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-275
| Closed | -$13K | – | 197 |
|
2017
Q4 | $13K | Buy |
+275
| New | +$13K | ﹤0.01% | 310 |
|
2014
Q4 | – | Sell |
-585
| Closed | -$25K | – | 442 |
|
2014
Q3 | $25K | Buy |
585
+280
| +92% | +$12K | 0.01% | 302 |
|
2014
Q2 | $14K | Buy |
+305
| New | +$14K | 0.01% | 384 |
|