Clearstead Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.8K | Sell |
1,009
-685
| -40% | -$37.9K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $80.3K | Buy |
1,694
+7
| +0.4% | +$332 | ﹤0.01% | 1039 |
|
|
2024
Q4 | $90.6K | Buy |
1,687
+8
| +0.5% | +$430 | ﹤0.01% | 1044 |
|
|
2024
Q3 | $91.5K | Buy |
1,679
+8
| +0.5% | +$436 | ﹤0.01% | 1046 |
|
|
2024
Q2 | $76.4K | Buy |
1,671
+671
| +67% | +$30.7K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $48.1K | Hold |
1,000
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $48.7K | Sell |
1,000
-500
| -33% | -$24.3K | ﹤0.01% | 742 |
|
|
2023
Q3 | $68.4K | Buy |
1,500
+750
| +100% | +$34.2K | ﹤0.01% | 820 |
|
|
2023
Q2 | $37.5K | Hold |
750
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $37.8K | Hold |
750
| – | – | ﹤0.01% | 719 |
|
|
2022
Q4 | $36.7K | Hold |
750
| – | – | ﹤0.01% | 675 |
|
|
2022
Q3 | $36K | Hold |
750
| – | – | ﹤0.01% | 667 |
|
|
2022
Q2 | $44K | Hold |
750
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $54K | Hold |
750
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $54K | Buy |
750
+250
| +50% | +$18K | ﹤0.01% | 639 |
|
|
2021
Q3 | $31K | Sell |
500
-385
| -44% | -$23.9K | ﹤0.01% | 689 |
|
|
2021
Q2 | $58K | Buy |
885
+385
| +77% | +$25.2K | ﹤0.01% | 525 |
|
|
2021
Q1 | $31K | Sell |
500
-175
| -26% | -$10.9K | ﹤0.01% | 603 |
|
|
2020
Q4 | $36K | Buy |
675
+500
| +286% | +$26.7K | ﹤0.01% | 555 |
|
|
2020
Q3 | $7K | Sell |
175
-100
| -36% | -$4K | ﹤0.01% | 707 |
|
|
2020
Q2 | $11K | Hold |
275
| – | – | ﹤0.01% | 589 |
|
|
2020
Q1 | $11K | Buy |
+275
| New | +$11K | ﹤0.01% | 560 |
|
|
2017
Q4 | – | Sell |
-5,475
| Closed | -$352K | – | 225 |
|
|
2017
Q3 | $352K | Buy |
+5,475
| New | +$352K | 0.05% | 181 |
|