Gideon Capital Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,041
| Closed | -$457K | – | 271 |
|
|
2019
Q3 | $457K | Buy |
+8,041
| New | +$457K | 0.15% | 190 |
|
|
2019
Q1 | – | Sell |
-17,107
| Closed | -$853K | – | 383 |
|
|
2018
Q4 | $853K | Buy |
+17,107
| New | +$853K | 0.35% | 83 |
|
|
2018
Q1 | – | Sell |
-6,882
| Closed | -$444K | – | 352 |
|
|
2017
Q4 | $444K | Buy |
6,882
+3,033
| +79% | +$196K | 0.39% | 65 |
|
|
2017
Q3 | $247K | Buy |
+3,849
| New | +$247K | 0.24% | 195 |
|
|
2016
Q4 | – | Sell |
-3,951
| Closed | -$209K | – | 401 |
|
|
2016
Q3 | $209K | Buy |
+3,951
| New | +$209K | 0.13% | 160 |
|
|
2016
Q1 | – | Sell |
-17,897
| Closed | -$708K | – | 149 |
|
|
2015
Q4 | $708K | Buy |
+17,897
| New | +$708K | 0.51% | 69 |
|
|
2015
Q1 | – | Sell |
-5,881
| Closed | -$369K | – | 230 |
|
|
2014
Q4 | $369K | Buy |
5,881
+1,832
| +45% | +$115K | 0.17% | 144 |
|
|
2014
Q3 | $263K | Buy |
+4,049
| New | +$263K | 0.1% | 218 |
|
|
2014
Q2 | – | Sell |
-5,574
| Closed | -$332K | – | 250 |
|
|
2014
Q1 | $332K | Buy |
+5,574
| New | +$332K | 0.18% | 149 |
|