KFP
Keystone Financial Planning’s Scotiabank BNS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.73M | Buy |
139,946
+1,039
| +0.7% | +$57.4K | 2.34% | 9 |
|
2025
Q1 | $6.59M | Buy |
138,907
+5,503
| +4% | +$261K | 1.96% | 13 |
|
2024
Q4 | $7.17M | Sell |
133,404
-57
| -0% | -$3.06K | 2.22% | 10 |
|
2024
Q3 | $7.27M | Buy |
133,461
+5,870
| +5% | +$320K | 2.2% | 11 |
|
2024
Q2 | $5.83M | Buy |
+127,591
| New | +$5.83M | 1.93% | 13 |
|