Evercore Wealth Management’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 |
-59
| Closed | -$3K | – | 970 |
|
|
2017
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 917 |
|
|
2016
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 919 |
|
|
2016
Q1 | – | Sell |
-3,066
| Closed | -$121K | – | 946 |
|
|
2015
Q4 | $121K | Sell |
3,066
-39
| -1% | -$1.54K | 0.01% | 455 |
|
|
2015
Q3 | $132K | Sell |
3,105
-33
| -1% | -$1.4K | 0.01% | 449 |
|
|
2015
Q2 | $155K | Sell |
3,138
-32
| -1% | -$1.58K | 0.01% | 463 |
|
|
2015
Q1 | $151K | Hold |
3,170
| – | – | 0.01% | 467 |
|
|
2014
Q4 | $171K | Sell |
3,170
-228
| -7% | -$12.3K | 0.01% | 387 |
|
|
2014
Q3 | $197K | Hold |
3,398
| – | – | 0.01% | 399 |
|
|
2014
Q2 | $212K | Sell |
3,398
-30
| -0.9% | -$1.87K | 0.01% | 379 |
|
|
2014
Q1 | $185K | Hold |
3,428
| – | – | 0.01% | 388 |
|
|
2013
Q4 | $200K | Hold |
3,428
| – | – | 0.01% | 367 |
|
|
2013
Q3 | $183K | Hold |
3,428
| – | – | 0.01% | 406 |
|
|
2013
Q2 | $171K | Buy |
+3,428
| New | +$171K | 0.01% | 420 |
|