Burt Wealth Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-475
| Closed | -$20K | – | 389 |
|
2020
Q3 | $20K | Hold |
475
| – | – | 0.01% | 239 |
|
2020
Q2 | $20K | Hold |
475
| – | – | 0.01% | 231 |
|
2020
Q1 | $19K | Hold |
475
| – | – | 0.01% | 228 |
|
2019
Q4 | $27K | Hold |
475
| – | – | 0.01% | 213 |
|
2019
Q3 | $27K | Hold |
475
| – | – | 0.01% | 211 |
|
2019
Q2 | $26K | Hold |
475
| – | – | 0.01% | 213 |
|
2019
Q1 | $25K | Hold |
475
| – | – | 0.01% | 221 |
|
2018
Q4 | $24K | Hold |
475
| – | – | 0.01% | 219 |
|
2018
Q3 | $28K | Hold |
475
| – | – | 0.01% | 226 |
|
2018
Q2 | $27K | Hold |
475
| – | – | 0.01% | 223 |
|
2018
Q1 | $29K | Hold |
475
| – | – | 0.01% | 229 |
|
2017
Q4 | $31K | Hold |
475
| – | – | 0.02% | 216 |
|
2017
Q3 | $31K | Hold |
475
| – | – | 0.02% | 208 |
|
2017
Q2 | $28K | Hold |
475
| – | – | 0.02% | 232 |
|
2017
Q1 | $28K | Hold |
475
| – | – | 0.02% | 204 |
|
2016
Q4 | $26K | Hold |
475
| – | – | 0.02% | 213 |
|
2016
Q3 | $25K | Hold |
475
| – | – | 0.03% | 202 |
|
2016
Q2 | $23K | Sell |
475
-10
| -2% | -$484 | 0.03% | 204 |
|
2016
Q1 | $23K | Hold |
485
| – | – | 0.02% | 229 |
|
2015
Q4 | $19K | Sell |
485
-7
| -1% | -$274 | 0.02% | 209 |
|
2015
Q3 | $20K | Sell |
492
-5
| -1% | -$203 | 0.02% | 184 |
|
2015
Q2 | $24K | Sell |
497
-5
| -1% | -$241 | 0.03% | 187 |
|
2015
Q1 | $24K | Hold |
502
| – | – | 0.02% | 175 |
|
2014
Q4 | $27K | Buy |
+502
| New | +$27K | 0.03% | 169 |
|