Carson Wealth (CWM LLC)’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
2,084
+285
| +16% | +$15.7K | ﹤0.01% | 2590 |
|
|
2025
Q1 | $85K | Sell |
1,799
-507
| -22% | -$24K | ﹤0.01% | 2554 |
|
|
2024
Q4 | $124K | Buy |
2,306
+56
| +2% | +$3.01K | ﹤0.01% | 2136 |
|
|
2024
Q3 | $123K | Buy |
2,250
+105
| +5% | +$5.74K | ﹤0.01% | 2058 |
|
|
2024
Q2 | $98K | Buy |
2,145
+32
| +2% | +$1.46K | ﹤0.01% | 1985 |
|
|
2024
Q1 | $109K | Sell |
2,113
-1,340
| -39% | -$69.1K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $168K | Sell |
3,453
-202
| -6% | -$9.83K | ﹤0.01% | 1491 |
|
|
2023
Q3 | $167K | Buy |
3,655
+1,384
| +61% | +$63.2K | ﹤0.01% | 1378 |
|
|
2023
Q2 | $114K | Buy |
2,271
+894
| +65% | +$44.9K | ﹤0.01% | 1503 |
|
|
2023
Q1 | $69K | Buy |
1,377
+828
| +151% | +$41.5K | ﹤0.01% | 1687 |
|
|
2022
Q4 | $27K | Buy |
549
+133
| +32% | +$6.54K | ﹤0.01% | 2143 |
|
|
2022
Q3 | $20K | Buy |
416
+171
| +70% | +$8.22K | ﹤0.01% | 2205 |
|
|
2022
Q2 | $15K | Sell |
245
-97
| -28% | -$5.94K | ﹤0.01% | 2298 |
|
|
2022
Q1 | $25K | Buy |
342
+330
| +2,750% | +$24.1K | ﹤0.01% | 1936 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3232 |
|
|
2021
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2021
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2020
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2020
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2020
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2020
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2019
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2019
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2019
Q2 | $8K | Hold |
117
| – | – | ﹤0.01% | 2166 |
|
|
2019
Q1 | $8K | Sell |
117
-333
| -74% | -$22.8K | ﹤0.01% | 2166 |
|
|
2018
Q4 | $22K | Hold |
450
| – | – | ﹤0.01% | 1099 |
|
|
2018
Q3 | $27K | Sell |
450
-33
| -7% | -$1.98K | ﹤0.01% | 882 |
|
|
2018
Q2 | $28K | Buy |
483
+33
| +7% | +$1.91K | ﹤0.01% | 765 |
|
|
2018
Q1 | $28K | Hold |
450
| – | – | ﹤0.01% | 650 |
|
|
2017
Q4 | $29K | Hold |
450
| – | – | ﹤0.01% | 624 |
|
|
2017
Q3 | $29K | Hold |
450
| – | – | ﹤0.01% | 630 |
|
|
2017
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 582 |
|
|
2017
Q1 | $26K | Hold |
450
| – | – | ﹤0.01% | 560 |
|
|
2016
Q4 | $25K | Hold |
450
| – | – | ﹤0.01% | 543 |
|
|
2016
Q3 | $24K | Buy |
+450
| New | +$24K | ﹤0.01% | 526 |
|