HPIA
Hamilton Point Investment Advisors’s Scotiabank BNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,716
| Closed | -$915K | – | 74 |
|
|
2015
Q2 | $915K | Buy |
17,716
+165
| +0.9% | +$8.52K | 0.74% | 58 |
|
|
2015
Q1 | $882K | Sell |
17,551
-430
| -2% | -$21.6K | 0.73% | 58 |
|
|
2014
Q4 | $1.03M | Buy |
17,981
+643
| +4% | +$36.7K | 0.88% | 57 |
|
|
2014
Q3 | $1.07M | Buy |
17,338
+365
| +2% | +$22.6K | 1% | 54 |
|
|
2014
Q2 | $1.13M | Sell |
16,973
-60
| -0.4% | -$4K | 1.05% | 51 |
|
|
2014
Q1 | $988K | Buy |
17,033
+843
| +5% | +$48.9K | 0.92% | 55 |
|
|
2013
Q4 | $1.01M | Buy |
+16,190
| New | +$1.01M | 1.01% | 50 |
|