HB Wealth 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 | $289K | Buy |
5,224
+818
| +19% | +$45.2K | ﹤0.01% | 935 |
|
2025
Q1 | $209K | Buy |
4,406
+327
| +8% | +$15.5K | ﹤0.01% | 1099 |
|
2024
Q4 | $219K | Hold |
4,079
| – | – | ﹤0.01% | 932 |
|
2024
Q3 | $222K | Buy |
+4,079
| New | +$222K | ﹤0.01% | 852 |
|
2024
Q2 | – | Sell |
-4,184
| Closed | -$217K | – | 910 |
|
2024
Q1 | $217K | Buy |
+4,184
| New | +$217K | ﹤0.01% | 771 |
|
2023
Q4 | – | Sell |
-4,677
| Closed | -$213K | – | 793 |
|
2023
Q3 | $213K | Sell |
4,677
-645
| -12% | -$29.4K | ﹤0.01% | 689 |
|
2023
Q2 | $266K | Sell |
5,322
-16
| -0.3% | -$801 | ﹤0.01% | 584 |
|
2023
Q1 | $269K | Buy |
5,338
+225
| +4% | +$11.3K | ﹤0.01% | 564 |
|
2022
Q4 | $250K | Buy |
+5,113
| New | +$250K | ﹤0.01% | 576 |
|
2022
Q3 | – | Sell |
-3,410
| Closed | -$202K | – | 581 |
|
2022
Q2 | $202K | Buy |
3,410
+49
| +1% | +$2.9K | ﹤0.01% | 552 |
|
2022
Q1 | $241K | Buy |
+3,361
| New | +$241K | ﹤0.01% | 509 |
|