WR Wealth Planners’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.5K | Buy |
1,228
+77
| +7% | +$1.79K | 0.01% | 403 |
|
|
2024
Q3 | $40K | Buy |
1,151
+182
| +19% | +$6.33K | 0.01% | 368 |
|
|
2024
Q2 | $31.4K | Sell |
969
-30
| -3% | -$971 | 0.01% | 384 |
|
|
2024
Q1 | $33.9K | Buy |
+999
| New | +$33.9K | 0.01% | 381 |
|
|
2023
Q4 | – | Sell |
-895
| Closed | -$34.2K | – | 240 |
|
|
2023
Q3 | $34.2K | Sell |
895
-285
| -24% | -$10.9K | 0.01% | 369 |
|
|
2023
Q2 | $53.8K | Buy |
1,180
+36
| +3% | +$1.64K | 0.02% | 309 |
|
|
2023
Q1 | $51.2K | Buy |
+1,144
| New | +$51.2K | 0.02% | 315 |
|