Integrated Wealth Concepts’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
8,369
+2,908
| +53% | +$161K | ﹤0.01% | 1323 |
|
|
2025
Q1 | $259K | Sell |
5,461
-54
| -1% | -$2.56K | ﹤0.01% | 1484 |
|
|
2024
Q4 | $296K | Buy |
5,515
+87
| +2% | +$4.67K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $296K | Sell |
5,428
-119
| -2% | -$6.48K | ﹤0.01% | 1352 |
|
|
2024
Q2 | $254K | Sell |
5,547
-563
| -9% | -$25.7K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $316K | Buy |
6,110
+1,137
| +23% | +$58.9K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $242K | Sell |
4,973
-135
| -3% | -$6.57K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $233K | Buy |
5,108
+200
| +4% | +$9.12K | ﹤0.01% | 1344 |
|
|
2023
Q2 | $246K | Hold |
4,908
| – | – | ﹤0.01% | 1328 |
|
|
2023
Q1 | $247K | Buy |
+4,908
| New | +$247K | 0.01% | 1148 |
|