Whittier Trust’s BCE BCE Stock Holding History

Whittier Trust’s Portfolio BCE Stock Details BCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.5K	Hold	968	–	–	﹤0.01%	1090
2025 Q1	$22.2K	Hold	968	–	–	﹤0.01%	1084
2024 Q4	$22.4K	Buy	968 +168	+21%	+$3.89K	﹤0.01%	1081
2024 Q3	$27.8K	Hold	800	–	–	﹤0.01%	1030
2024 Q2	$25.9K	Sell	800 -1,500	-65%	-$48.5K	﹤0.01%	1038
2024 Q1	$78.1K	Sell	2,300 -91	-4%	-$3.09K	﹤0.01%	842
2023 Q4	$94.2K	Sell	2,391 -337	-12%	-$13.3K	﹤0.01%	781
2023 Q3	$104K	Buy	2,728 +37	+1%	+$1.41K	﹤0.01%	767
2023 Q2	$123K	Sell	2,691 -312	-10%	-$14.2K	﹤0.01%	730
2023 Q1	$135K	Hold	3,003	–	–	﹤0.01%	740
2022 Q4	$132K	Hold	3,003	–	–	﹤0.01%	745
2022 Q3	$126K	Hold	3,003	–	–	﹤0.01%	745
2022 Q2	$147K	Sell	3,003 -40	-1%	-$1.96K	﹤0.01%	710
2022 Q1	$169K	Sell	3,043 -1,015	-25%	-$56.4K	﹤0.01%	705
2021 Q4	$211K	Buy	4,058 +2,003	+97%	+$104K	﹤0.01%	663
2021 Q3	$103K	Hold	2,055	–	–	﹤0.01%	774
2021 Q2	$101K	Hold	2,055	–	–	﹤0.01%	798
2021 Q1	$93K	Hold	2,055	–	–	﹤0.01%	793
2020 Q4	$88K	Buy	2,055 +890	+76%	+$38.1K	﹤0.01%	741
2020 Q3	$49K	Hold	1,165	–	–	﹤0.01%	831
2020 Q2	$49K	Hold	1,165	–	–	﹤0.01%	804
2020 Q1	$48K	Hold	1,165	–	–	﹤0.01%	817
2019 Q4	$54K	Sell	1,165 -1,015	-47%	-$47K	﹤0.01%	830
2019 Q3	$105K	Buy	2,180 +1,015	+87%	+$48.9K	﹤0.01%	682
2019 Q2	$53K	Hold	1,165	–	–	﹤0.01%	786
2019 Q1	$52K	Sell	1,165 -1,582	-58%	-$70.6K	﹤0.01%	784
2018 Q4	$109K	Buy	2,747 +1,124	+69%	+$44.6K	﹤0.01%	620
2018 Q3	$66K	Hold	1,623	–	–	﹤0.01%	714
2018 Q2	$66K	Hold	1,623	–	–	﹤0.01%	704
2018 Q1	$70K	Hold	1,623	–	–	﹤0.01%	704
2017 Q4	$78K	Hold	1,623	–	–	﹤0.01%	667
2017 Q3	$76K	Hold	1,623	–	–	﹤0.01%	657
2017 Q2	$73K	Hold	1,623	–	–	﹤0.01%	634
2017 Q1	$72K	Hold	1,623	–	–	﹤0.01%	640
2016 Q4	$70K	Sell	1,623 -1,500	-48%	-$64.7K	﹤0.01%	651
2016 Q3	$144K	Hold	3,123	–	–	0.01%	506
2016 Q2	$147K	Hold	3,123	–	–	0.01%	504
2016 Q1	$143K	Buy	3,123 +2,300	+279%	+$105K	0.01%	508
2015 Q4	$32K	Buy	823 +458	+125%	+$17.8K	﹤0.01%	791
2015 Q3	$15K	Hold	365	–	–	﹤0.01%	893
2015 Q2	$16K	Hold	365	–	–	﹤0.01%	939
2015 Q1	$15K	Hold	365	–	–	﹤0.01%	937
2014 Q4	$17K	Hold	365	–	–	﹤0.01%	802
2014 Q3	$16K	Hold	365	–	–	﹤0.01%	799
2014 Q2	$17K	Hold	365	–	–	﹤0.01%	795
2014 Q1	$16K	Hold	365	–	–	﹤0.01%	820
2013 Q4	$16K	Hold	365	–	–	﹤0.01%	829
2013 Q3	$16K	Hold	365	–	–	﹤0.01%	827
2013 Q2	$15K	Buy	+365	New	+$15K	﹤0.01%	820