BerganKDV Wealth Management’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $18.6K | Buy |
372
+6
| +2% | +$300 | ﹤0.01% | 494 |
|
2023
Q1 | $18.4K | Buy |
366
+20
| +6% | +$1.01K | ﹤0.01% | 528 |
|
2022
Q4 | $16.9K | Buy |
346
+62
| +22% | +$3.04K | ﹤0.01% | 512 |
|
2022
Q3 | $14K | Buy |
284
+44
| +18% | +$2.17K | ﹤0.01% | 525 |
|
2022
Q2 | $14K | Buy |
240
+6
| +3% | +$350 | ﹤0.01% | 531 |
|
2022
Q1 | $17K | Buy |
234
+3
| +1% | +$218 | ﹤0.01% | 533 |
|
2021
Q4 | $17K | Buy |
231
+3
| +1% | +$221 | ﹤0.01% | 563 |
|
2021
Q3 | $14K | Buy |
228
+3
| +1% | +$184 | ﹤0.01% | 575 |
|
2021
Q2 | $15K | Hold |
225
| – | – | ﹤0.01% | 549 |
|
2021
Q1 | $14K | Hold |
225
| – | – | ﹤0.01% | 527 |
|
2020
Q4 | $12K | Hold |
225
| – | – | ﹤0.01% | 535 |
|
2020
Q3 | $9K | Buy |
225
+75
| +50% | +$3K | ﹤0.01% | 513 |
|
2020
Q2 | $6K | Sell |
150
-26
| -15% | -$1.04K | ﹤0.01% | 603 |
|
2020
Q1 | $7K | Hold |
176
| – | – | ﹤0.01% | 526 |
|
2019
Q4 | $10K | Hold |
176
| – | – | ﹤0.01% | 524 |
|
2019
Q3 | $10K | Hold |
176
| – | – | ﹤0.01% | 500 |
|
2019
Q2 | $10K | Buy |
176
+100
| +132% | +$5.68K | ﹤0.01% | 514 |
|
2019
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 603 |
|
2018
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 556 |
|