EverSource Wealth 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 | $120K | Buy |
2,165
+649
| +43% | +$35.9K | 0.01% | 1096 |
|
|
2025
Q1 | $71.9K | Sell |
1,516
-6
| -0.4% | -$285 | ﹤0.01% | 1053 |
|
|
2024
Q4 | $81.8K | Sell |
1,522
-151
| -9% | -$8.11K | ﹤0.01% | 973 |
|
|
2024
Q3 | $91.2K | Buy |
1,673
+85
| +5% | +$4.63K | 0.01% | 824 |
|
|
2024
Q2 | $74.1K | Sell |
1,588
-17
| -1% | -$793 | ﹤0.01% | 918 |
|
|
2024
Q1 | $73.7K | Buy |
1,605
+811
| +102% | +$37.2K | 0.01% | 828 |
|
|
2023
Q4 | $38.7K | Sell |
794
-125
| -14% | -$6.09K | ﹤0.01% | 998 |
|
|
2023
Q3 | $41.9K | Buy |
919
+529
| +136% | +$24.1K | ﹤0.01% | 881 |
|
|
2023
Q2 | $19.5K | Buy |
390
+86
| +28% | +$4.3K | ﹤0.01% | 1164 |
|
|
2023
Q1 | $15.3K | Buy |
304
+146
| +92% | +$7.35K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $7.74K | Buy |
+158
| New | +$7.74K | ﹤0.01% | 1429 |
|
|
2022
Q3 | – | Sell |
-81
| Closed | -$5K | – | 1979 |
|
|
2022
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q1 | $6K | Hold |
81
| – | – | ﹤0.01% | 1168 |
|
|
2021
Q4 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 1165 |
|