Williams Jones Wealth Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,630
| Closed | -$939K | – | 522 |
|
|
2024
Q1 | $939K | Sell |
27,630
-5,595
| -17% | -$190K | 0.01% | 268 |
|
|
2023
Q4 | $1.31M | Sell |
33,225
-21,143
| -39% | -$833K | 0.02% | 229 |
|
|
2023
Q3 | $2.08M | Sell |
54,368
-4,625
| -8% | -$177K | 0.03% | 189 |
|
|
2023
Q2 | $2.69M | Sell |
58,993
-3,800
| -6% | -$173K | 0.04% | 174 |
|
|
2023
Q1 | $2.81M | Sell |
62,793
-1,583
| -2% | -$70.9K | 0.04% | 174 |
|
|
2022
Q4 | $2.83M | Sell |
64,376
-100
| -0.2% | -$4.4K | 0.05% | 170 |
|
|
2022
Q3 | $2.7M | Buy |
64,476
+8,060
| +14% | +$338K | 0.05% | 176 |
|
|
2022
Q2 | $2.78M | Buy |
56,416
+2,490
| +5% | +$122K | 0.04% | 184 |
|
|
2022
Q1 | $2.99M | Buy |
53,926
+1,408
| +3% | +$78.1K | 0.04% | 171 |
|
|
2021
Q4 | $2.73M | Buy |
52,518
+1,975
| +4% | +$103K | 0.03% | 176 |
|
|
2021
Q3 | $2.53M | Buy |
50,543
+131
| +0.3% | +$6.56K | 0.04% | 177 |
|
|
2021
Q2 | $2.49M | Buy |
50,412
+1,194
| +2% | +$58.9K | 0.03% | 184 |
|
|
2021
Q1 | $2.22M | Hold |
49,218
| – | – | 0.03% | 184 |
|
|
2020
Q4 | $2.11M | Sell |
49,218
-4,750
| -9% | -$203K | 0.03% | 174 |
|
|
2020
Q3 | $2.24M | Hold |
53,968
| – | – | 0.04% | 157 |
|
|
2020
Q2 | $2.25M | Sell |
53,968
-245
| -0.5% | -$10.2K | 0.05% | 152 |
|
|
2020
Q1 | $2.22M | Buy |
54,213
+6,195
| +13% | +$253K | 0.06% | 134 |
|
|
2019
Q4 | $2.23M | Buy |
48,018
+1,150
| +2% | +$53.3K | 0.04% | 159 |
|
|
2019
Q3 | $2.27M | Buy |
+46,868
| New | +$2.27M | 0.05% | 158 |
|