Wealth Advisors of Tampa Bay’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,425
| Closed | -$102K | – | 98 |
|
|
2025
Q1 | $102K | Buy |
+4,425
| New | +$102K | 0.04% | 105 |
|
|
2024
Q4 | – | Sell |
-35,683
| Closed | -$1.24M | – | 87 |
|
|
2024
Q3 | $1.24M | Buy |
35,683
+125
| +0.4% | +$4.35K | 0.52% | 57 |
|
|
2024
Q2 | $1.15M | Buy |
35,558
+2,990
| +9% | +$96.8K | 0.54% | 57 |
|
|
2024
Q1 | $1.11M | Buy |
+32,568
| New | +$1.11M | 0.53% | 57 |
|
|
2023
Q4 | – | Sell |
-44,116
| Closed | -$1.68M | – | 81 |
|
|
2023
Q3 | $1.68M | Buy |
44,116
+22,108
| +100% | +$844K | 0.46% | 59 |
|
|
2023
Q2 | $1M | Hold |
22,008
| – | – | 0.55% | 53 |
|
|
2023
Q1 | $986K | Buy |
22,008
+73
| +0.3% | +$3.27K | 0.56% | 54 |
|
|
2022
Q4 | $964K | Hold |
21,935
| – | – | 0.6% | 51 |
|
|
2022
Q3 | $920K | Sell |
21,935
-23,185
| -51% | -$972K | 0.63% | 51 |
|
|
2022
Q2 | $2.22M | Sell |
45,120
-1,600
| -3% | -$78.7K | 0.69% | 49 |
|
|
2022
Q1 | $2.59M | Hold |
46,720
| – | – | 0.7% | 52 |
|
|
2021
Q4 | $2.43M | Buy |
46,720
+23,560
| +102% | +$1.23M | 0.6% | 58 |
|
|
2021
Q3 | $1.16M | Buy |
23,160
+9
| +0% | +$450 | 0.64% | 57 |
|
|
2021
Q2 | $1.14M | Buy |
23,151
+301
| +1% | +$14.8K | 0.64% | 57 |
|
|
2021
Q1 | $1.03M | Buy |
+22,850
| New | +$1.03M | 0.61% | 60 |
|