HWAM
Hennion & Walsh Asset Management’s Scotiabank BNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,356
| Closed | -$212K | – | 847 |
|
|
2023
Q4 | $212K | Sell |
4,356
-54
| -1% | -$2.63K | 0.01% | 764 |
|
|
2023
Q3 | $201K | Sell |
4,410
-6,891
| -61% | -$314K | 0.01% | 748 |
|
|
2023
Q2 | $566K | Sell |
11,301
-768
| -6% | -$38.5K | 0.03% | 482 |
|
|
2023
Q1 | $608K | Sell |
12,069
-166
| -1% | -$8.36K | 0.04% | 465 |
|
|
2022
Q4 | $599K | Sell |
12,235
-468
| -4% | -$22.9K | 0.04% | 460 |
|
|
2022
Q3 | $604K | Buy |
12,703
+190
| +2% | +$9.03K | 0.04% | 440 |
|
|
2022
Q2 | $741K | Buy |
12,513
+3,190
| +34% | +$189K | 0.05% | 395 |
|
|
2022
Q1 | $669K | Buy |
9,323
+1,085
| +13% | +$77.9K | 0.04% | 446 |
|
|
2021
Q4 | $591K | Buy |
8,238
+1,688
| +26% | +$121K | 0.03% | 502 |
|
|
2021
Q3 | $403K | Buy |
+6,550
| New | +$403K | 0.02% | 554 |
|