Glassman Wealth Services’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-605
| Closed | -$29.5K | – | 428 |
|
|
2023
Q4 | $29.5K | Sell |
605
-449
| -43% | -$21.9K | ﹤0.01% | 595 |
|
|
2023
Q3 | $48.1K | Buy |
1,054
+123
| +13% | +$5.61K | 0.01% | 433 |
|
|
2023
Q2 | $46.6K | Buy |
931
+20
| +2% | +$1K | 0.01% | 424 |
|
|
2023
Q1 | $45.9K | Buy |
911
+47
| +5% | +$2.37K | 0.01% | 429 |
|
|
2022
Q4 | $42.3K | Buy |
864
+398
| +85% | +$19.5K | 0.01% | 460 |
|
|
2022
Q3 | $22K | Sell |
466
-249
| -35% | -$11.8K | ﹤0.01% | 584 |
|
|
2022
Q2 | $42K | Buy |
715
+56
| +8% | +$3.29K | 0.01% | 433 |
|
|
2022
Q1 | $47K | Buy |
659
+53
| +9% | +$3.78K | 0.01% | 412 |
|
|
2021
Q4 | $43K | Sell |
606
-2,638
| -81% | -$187K | 0.01% | 403 |
|
|
2021
Q3 | $200K | Buy |
3,244
+60
| +2% | +$3.7K | 0.04% | 150 |
|
|
2021
Q2 | $207K | Buy |
3,184
+9
| +0.3% | +$585 | 0.04% | 135 |
|
|
2021
Q1 | $199K | Buy |
3,175
+31
| +1% | +$1.94K | 0.04% | 140 |
|
|
2020
Q4 | $170K | Buy |
3,144
+105
| +3% | +$5.68K | 0.04% | 158 |
|
|
2020
Q3 | $126K | Buy |
3,039
+152
| +5% | +$6.3K | 0.03% | 169 |
|
|
2020
Q2 | $119K | Buy |
2,887
+34
| +1% | +$1.4K | 0.04% | 151 |
|
|
2020
Q1 | $116K | Buy |
2,853
+12
| +0.4% | +$488 | 0.04% | 146 |
|
|
2019
Q4 | $160K | Buy |
2,841
+15
| +0.5% | +$845 | 0.06% | 135 |
|
|
2019
Q3 | $161K | Hold |
2,826
| – | – | 0.06% | 120 |
|
|
2019
Q2 | $154K | Hold |
2,826
| – | – | 0.06% | 123 |
|
|
2019
Q1 | $151K | Hold |
2,826
| – | – | 0.07% | 121 |
|
|
2018
Q4 | $141K | Hold |
2,826
| – | – | 0.08% | 116 |
|
|
2018
Q3 | $169K | Buy |
+2,826
| New | +$169K | 0.08% | 116 |
|