Welch & Forbes’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,028
| Closed | -$314K | – | 381 |
|
|
2024
Q3 | $314K | Hold |
9,028
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $291K | Sell |
9,028
-3,610
| -29% | -$116K | ﹤0.01% | 331 |
|
|
2024
Q1 | $429K | Sell |
12,638
-1,146
| -8% | -$38.9K | 0.01% | 301 |
|
|
2023
Q4 | $543K | Sell |
13,784
-903
| -6% | -$35.6K | 0.01% | 272 |
|
|
2023
Q3 | $561K | Hold |
14,687
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $670K | Sell |
14,687
-1,342
| -8% | -$61.2K | 0.01% | 258 |
|
|
2023
Q1 | $718K | Hold |
16,029
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $704K | Hold |
16,029
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $672K | Hold |
16,029
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $789K | Buy |
16,029
+1,075
| +7% | +$52.9K | 0.01% | 248 |
|
|
2022
Q1 | $829K | Sell |
14,954
-1,280
| -8% | -$71K | 0.01% | 248 |
|
|
2021
Q4 | $845K | Hold |
16,234
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $813K | Buy |
16,234
+420
| +3% | +$21K | 0.01% | 245 |
|
|
2021
Q2 | $780K | Hold |
15,814
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $714K | Hold |
15,814
| – | – | 0.01% | 242 |
|
|
2020
Q4 | $676K | Buy |
15,814
+3,680
| +30% | +$157K | 0.01% | 244 |
|
|
2020
Q3 | $503K | Buy |
12,134
+5,794
| +91% | +$240K | 0.01% | 248 |
|
|
2020
Q2 | $264K | Buy |
6,340
+370
| +6% | +$15.4K | 0.01% | 318 |
|
|
2020
Q1 | $244K | Hold |
5,970
| – | – | 0.01% | 297 |
|
|
2019
Q4 | $277K | Hold |
5,970
| – | – | 0.01% | 314 |
|
|
2019
Q3 | $289K | Buy |
+5,970
| New | +$289K | 0.01% | 310 |
|