Forum Financial Management’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
7,282
-2,353
| -24% | -$130K | 0.01% | 504 |
|
|
2025
Q1 | $457K | Buy |
+9,635
| New | +$457K | 0.01% | 407 |
|
|
2024
Q4 | – | Sell |
-10,303
| Closed | -$561K | – | 936 |
|
|
2024
Q3 | $561K | Hold |
10,303
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $471K | Hold |
10,303
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $533K | Hold |
10,303
| – | – | 0.01% | 302 |
|
|
2023
Q4 | $502K | Sell |
10,303
-2,213
| -18% | -$108K | 0.01% | 288 |
|
|
2023
Q3 | $571K | Hold |
12,516
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $626K | Hold |
12,516
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $630K | Hold |
12,516
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $613K | Hold |
12,516
| – | – | 0.02% | 211 |
|
|
2022
Q3 | $595K | Hold |
12,516
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $741K | Hold |
12,516
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $897K | Hold |
12,516
| – | – | 0.04% | 140 |
|
|
2021
Q4 | $897K | Buy |
+12,516
| New | +$897K | 0.05% | 143 |
|