Cypress Wealth Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,234
| Closed | -$307K | – | 101 |
|
|
2017
Q1 | $307K | Buy |
5,234
+218
| +4% | +$12.8K | 0.14% | 139 |
|
|
2016
Q4 | $279K | Hold |
5,016
| – | – | 0.13% | 146 |
|
|
2016
Q3 | $266K | Buy |
5,016
+377
| +8% | +$20K | 0.12% | 148 |
|
|
2016
Q2 | $227K | Buy |
+4,639
| New | +$227K | 0.11% | 155 |
|
|
2015
Q3 | – | Sell |
-10,052
| Closed | -$496K | – | 184 |
|
|
2015
Q2 | $496K | Buy |
+10,052
| New | +$496K | 0.29% | 89 |
|