ZAM
Zevin Asset Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-41,859
| Closed | -$1.78M | – | 134 |
|
|
2015
Q2 | $1.78M | Buy |
41,859
+3,770
| +10% | +$160K | 0.47% | 60 |
|
|
2015
Q1 | $1.61M | Buy |
38,089
+3,120
| +9% | +$132K | 0.44% | 64 |
|
|
2014
Q4 | $1.6M | Sell |
34,969
-260
| -0.7% | -$11.9K | 0.45% | 68 |
|
|
2014
Q3 | $1.51M | Sell |
35,229
-76,331
| -68% | -$3.26M | 0.44% | 64 |
|
|
2014
Q2 | $5.06M | Buy |
+111,560
| New | +$5.06M | 1.49% | 21 |
|