First Trust Direct Indexing’s Scotiabank BNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,890
Closed -$430K 118
2024
Q3
$430K Buy
7,890
+878
+13% +$42.6K 0.02% 594
2024
Q2
$321K Buy
7,012
+312
+5% +$14.8K 0.02% 643
2024
Q1
$347K Buy
6,700
+415
+7% +$19.9K 0.03% 574
2023
Q4
$306K Sell
6,285
-334
-5% -$14.7K 0.03% 576
2023
Q3
$302K Buy
6,619
+32
+0.5% +$1.53K 0.03% 514
2023
Q2
$330K Sell
6,587
-2,572
-28% -$128K 0.04% 522
2023
Q1
$461K Sell
9,159
-142
-2% -$7.29K 0.05% 426
2022
Q4
$456K Sell
9,301
-1,603
-15% -$79K 0.06% 407
2022
Q3
$519K Buy
10,904
+767
+8% +$43.8K 0.08% 334
2022
Q2
$600K Buy
10,137
+342
+3% +$22.2K 0.08% 304
2022
Q1
$702K Buy
9,795
+514
+6% +$37.3K 0.09% 296
2021
Q4
$665K Buy
9,281
+81
+0.9% +$5.35K 0.09% 289
2021
Q3
$566K Buy
9,200
+234
+3% +$14.6K 0.08% 312
2021
Q2
$583K Buy
8,966
+1,663
+23% +$108K 0.09% 293
2021
Q1
$457K Buy
7,303
+580
+9% +$33.6K 0.12% 234
2020
Q4
$363K Buy
+6,723
New +$319K 0.1% 257

Other funds holding BNS