YorkBridge Wealth Partners’s BCE BCE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-500
| Closed | -$23K | – | 215 |
|
2019
Q2 | $23K | Hold |
500
| – | – | 0.01% | 452 |
|
2019
Q1 | $22K | Hold |
500
| – | – | 0.01% | 459 |
|
2018
Q4 | $20K | Hold |
500
| – | – | 0.01% | 459 |
|
2018
Q3 | $20K | Hold |
500
| – | – | 0.01% | 520 |
|
2018
Q2 | $20K | Hold |
500
| – | – | 0.01% | 534 |
|
2018
Q1 | $22K | Hold |
500
| – | – | 0.01% | 493 |
|
2017
Q4 | $22K | Hold |
500
| – | – | 0.01% | 480 |
|
2017
Q3 | $23K | Hold |
500
| – | – | 0.01% | 482 |
|
2017
Q2 | $23K | Hold |
500
| – | – | 0.01% | 470 |
|
2017
Q1 | $23K | Sell |
500
-330
| -40% | -$15.2K | 0.01% | 471 |
|
2016
Q4 | $36K | Buy |
+830
| New | +$36K | 0.02% | 397 |
|