AE Wealth Management’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,376
| Closed | -$235K | – | 2158 |
|
|
2024
Q4 | $235K | Sell |
4,376
-156
| -3% | -$8.38K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $247K | Sell |
4,532
-38
| -0.8% | -$2.07K | ﹤0.01% | 1099 |
|
|
2024
Q2 | $209K | Sell |
4,570
-259
| -5% | -$11.8K | ﹤0.01% | 1151 |
|
|
2024
Q1 | $250K | Sell |
4,829
-4,462
| -48% | -$231K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $431K | Sell |
9,291
-17,202
| -65% | -$798K | ﹤0.01% | 1527 |
|
|
2023
Q3 | $1.21M | Sell |
26,493
-3,535
| -12% | -$161K | 0.01% | 1019 |
|
|
2023
Q2 | $1.5M | Buy |
30,028
+9,592
| +47% | +$480K | 0.01% | 932 |
|
|
2023
Q1 | $1.03M | Buy |
20,436
+4,860
| +31% | +$245K | 0.01% | 1028 |
|
|
2022
Q4 | $763K | Buy |
15,576
+8,967
| +136% | +$439K | 0.01% | 1102 |
|
|
2022
Q3 | $314K | Buy |
6,609
+688
| +12% | +$32.7K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $351K | Sell |
5,921
-90
| -1% | -$5.34K | ﹤0.01% | 1369 |
|
|
2022
Q1 | $431K | Buy |
6,011
+511
| +9% | +$36.6K | ﹤0.01% | 1277 |
|
|
2021
Q4 | $394K | Buy |
5,500
+1,184
| +27% | +$84.8K | ﹤0.01% | 1350 |
|
|
2021
Q3 | $266K | Buy |
4,316
+1,140
| +36% | +$70.3K | ﹤0.01% | 1407 |
|
|
2021
Q2 | $207K | Buy |
+3,176
| New | +$207K | ﹤0.01% | 1488 |
|
|
2017
Q4 | – | Sell |
-4,900
| Closed | -$315K | – | 422 |
|
|
2017
Q3 | $315K | Buy |
4,900
+200
| +4% | +$12.9K | 0.03% | 299 |
|
|
2017
Q2 | $283K | Buy |
+4,700
| New | +$283K | 0.03% | 305 |
|