Brandywine Oak Private Wealth’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-3,727
| Closed | -$201K | – | 276 |
|
2020
Q4 | $201K | Sell |
3,727
-1,740
| -32% | -$93.8K | 0.03% | 263 |
|
2020
Q3 | $226K | Buy |
5,467
+9
| +0.2% | +$372 | 0.04% | 235 |
|
2020
Q2 | $225K | Sell |
5,458
-1,806
| -25% | -$74.5K | 0.04% | 221 |
|
2020
Q1 | $297K | Buy |
7,264
+2,598
| +56% | +$106K | 0.06% | 159 |
|
2019
Q4 | $263K | Buy |
4,666
+97
| +2% | +$5.47K | 0.05% | 200 |
|
2019
Q3 | $259K | Sell |
4,569
-1,067
| -19% | -$60.5K | 0.05% | 192 |
|
2019
Q2 | $306K | Sell |
5,636
-1,162
| -17% | -$63.1K | 0.06% | 159 |
|
2019
Q1 | $362K | Sell |
6,798
-589
| -8% | -$31.4K | 0.08% | 132 |
|
2018
Q4 | $364K | Buy |
+7,387
| New | +$364K | 0.08% | 117 |
|