Addison Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $181K | Buy |
3,275
+199
| +6% | +$11K | 0.05% | 232 |
|
2025
Q1 | $146K | Sell |
3,076
-609
| -17% | -$28.9K | 0.04% | 248 |
|
2024
Q4 | $198K | Buy |
3,685
+328
| +10% | +$17.6K | 0.06% | 207 |
|
2024
Q3 | $183K | Buy |
3,357
+227
| +7% | +$12.4K | 0.05% | 227 |
|
2024
Q2 | $143K | Buy |
3,130
+173
| +6% | +$7.91K | 0.05% | 245 |
|
2024
Q1 | $153K | Buy |
2,957
+9
| +0.3% | +$466 | 0.05% | 236 |
|
2023
Q4 | $144K | Buy |
2,948
+1,385
| +89% | +$67.4K | 0.06% | 225 |
|
2023
Q3 | $71.3K | Sell |
1,563
-109
| -7% | -$4.97K | 0.03% | 288 |
|
2023
Q2 | $83.7K | Sell |
1,672
-872
| -34% | -$43.6K | 0.04% | 262 |
|
2023
Q1 | $128K | Buy |
2,544
+15
| +0.6% | +$755 | 0.07% | 188 |
|
2022
Q4 | $124K | Buy |
2,529
+871
| +53% | +$42.7K | 0.07% | 181 |
|
2022
Q3 | $79K | Buy |
1,658
+1,633
| +6,532% | +$77.8K | 0.05% | 219 |
|
2022
Q2 | $1K | Sell |
25
-1,275
| -98% | -$51K | ﹤0.01% | 574 |
|
2022
Q1 | $93K | Buy |
+1,300
| New | +$93K | 0.05% | 212 |
|