Baldwin Wealth Partners’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,800
| Closed | -$340K | – | 759 |
|
|
2023
Q2 | $340K | Hold |
6,800
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $342K | Hold |
6,800
| – | – | 0.03% | 192 |
|
|
2022
Q4 | $333K | Sell |
6,800
-8,000
| -54% | -$392K | 0.03% | 191 |
|
|
2022
Q3 | $704K | Hold |
14,800
| – | – | 0.1% | 82 |
|
|
2022
Q2 | $876K | Hold |
14,800
| – | – | 0.11% | 79 |
|
|
2022
Q1 | $1.06M | Buy |
+14,800
| New | +$1.06M | 0.11% | 76 |
|
|
2021
Q3 | – | Sell |
-600
| Closed | -$39K | – | 644 |
|
|
2021
Q2 | $39K | Buy |
+600
| New | +$39K | ﹤0.01% | 388 |
|