Caldwell Trust’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-98
|
|
||||
|
2023
Q4 | $4.77K | Sell |
98
-95
|
|
||||
|
2023
Q3 | $8.8K | Hold |
193
|
|
||||
|
2023
Q2 | $9.66K | Sell |
193
-6
|
|
||||
|
2023
Q1 | $10K | Hold |
199
|
|
||||
|
2022
Q4 | $9.75K | Buy |
199
+6
|
|
||||
|
2022
Q3 | $9.18K | Sell |
193
-100
|
|
||||
|
2022
Q2 | $17.3K | Hold |
293
|
|
||||
|
2022
Q1 | $21K | Hold |
293
|
|
||||
|
2021
Q4 | $21K | Sell |
293
-100
|
|
||||
|
2021
Q3 | $24.2K | Sell |
393
-200
|
|
||||
|
2021
Q2 | $38.6K | Sell |
593
-50
|
|
||||
|
2021
Q1 | $40.2K | Hold |
643
|
|
||||
|
2020
Q4 | $34.7K | Sell |
643
-130
|
|
||||
|
2020
Q3 | $32.1K | Sell |
773
-1,050
|
|
||||
|
2020
Q2 | $75.2K | Sell |
1,823
-500
|
|
||||
|
2020
Q1 | $94.3K | Hold |
2,323
|
|
||||
|
2019
Q4 | $131K | Buy |
+2,323
|
|