J.W. Coons Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,405
| Closed | -$222K | – | 231 |
|
|
2023
Q1 | $222K | Buy |
+4,405
| New | +$222K | 0.06% | 225 |
|
|
2022
Q4 | – | Sell |
-8,725
| Closed | -$415K | – | 228 |
|
|
2022
Q3 | $415K | Buy |
8,725
+475
| +6% | +$22.6K | 0.16% | 142 |
|
|
2022
Q2 | $487K | Buy |
+8,250
| New | +$487K | 0.17% | 142 |
|