Wealthspire Advisors (New York)’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,806
| Closed | -$591K | – | 542 |
|
|
2021
Q3 | $591K | Buy |
+11,806
| New | +$591K | 0.01% | 323 |
|
|
2021
Q2 | – | Sell |
-24,407
| Closed | -$1.1M | – | 397 |
|
|
2021
Q1 | $1.1M | Buy |
24,407
+6,707
| +38% | +$303K | 0.03% | 247 |
|
|
2020
Q4 | $758K | Buy |
+17,700
| New | +$758K | 0.02% | 243 |
|
|
2020
Q2 | – | Sell |
-6,780
| Closed | -$277K | – | 300 |
|
|
2020
Q1 | $277K | Sell |
6,780
-1,460
| -18% | -$59.6K | 0.01% | 401 |
|
|
2019
Q4 | $382K | Buy |
8,240
+1,061
| +15% | +$49.2K | 0.03% | 120 |
|
|
2019
Q3 | $348K | Buy |
7,179
+649
| +10% | +$31.5K | 0.03% | 104 |
|
|
2019
Q2 | $297K | Buy |
+6,530
| New | +$297K | 0.03% | 71 |
|
|
2019
Q1 | – | Sell |
-752
| Closed | -$30K | – | 128 |
|
|
2018
Q4 | $30K | Buy |
+752
| New | +$30K | ﹤0.01% | 257 |
|