Laurel Wealth Advisors (California)’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $218K | Sell |
4,445
-580
| -12% | -$28.4K | 0.02% | 608 |
|
|
2022
Q3 | $239K | Sell |
5,025
-200
| -4% | -$9.51K | 0.03% | 559 |
|
|
2022
Q2 | $309K | Buy |
5,225
+100
| +2% | +$5.91K | 0.03% | 485 |
|
|
2022
Q1 | $368K | Sell |
5,125
-200
| -4% | -$14.4K | 0.03% | 519 |
|
|
2021
Q4 | $382K | Sell |
5,325
-500
| -9% | -$35.9K | 0.03% | 546 |
|
|
2021
Q3 | $358K | Hold |
5,825
| – | – | 0.07% | 300 |
|
|
2021
Q2 | $379K | Hold |
5,825
| – | – | 0.05% | 340 |
|
|
2021
Q1 | $364K | Sell |
5,825
-100
| -2% | -$6.25K | 0.06% | 314 |
|
|
2020
Q4 | $320K | Hold |
5,925
| – | – | 0.05% | 322 |
|
|
2020
Q3 | $246K | Sell |
5,925
-260
| -4% | -$10.8K | 0.04% | 340 |
|
|
2020
Q2 | $255K | Sell |
6,185
-1,310
| -17% | -$54K | 0.05% | 315 |
|
|
2020
Q1 | $304K | Sell |
7,495
-1,450
| -16% | -$58.8K | 0.07% | 266 |
|
|
2019
Q4 | $505K | Sell |
8,945
-1
| -0% | -$56 | 0.08% | 237 |
|
|
2019
Q3 | $509K | Buy |
8,946
+81
| +0.9% | +$4.61K | 0.09% | 244 |
|
|
2019
Q2 | $482K | Buy |
8,865
+200
| +2% | +$10.9K | 0.11% | 201 |
|
|
2019
Q1 | $462K | Hold |
8,665
| – | – | 0.11% | 200 |
|
|
2018
Q4 | $432K | Hold |
8,665
| – | – | 0.13% | 182 |
|
|
2018
Q3 | $516K | Hold |
8,665
| – | – | 0.13% | 183 |
|
|
2018
Q2 | $495K | Hold |
8,665
| – | – | 0.13% | 179 |
|
|
2018
Q1 | $534K | Hold |
8,665
| – | – | 0.17% | 144 |
|
|
2017
Q4 | $559K | Hold |
8,665
| – | – | 0.16% | 154 |
|
|
2017
Q3 | $556K | Sell |
8,665
-40
| -0.5% | -$2.57K | 0.19% | 127 |
|
|
2017
Q2 | $523K | Buy |
8,705
+300
| +4% | +$18K | 0.19% | 129 |
|
|
2017
Q1 | $492K | Hold |
8,405
| – | – | 0.19% | 134 |
|
|
2016
Q4 | $467K | Hold |
8,405
| – | – | 0.21% | 120 |
|
|
2016
Q3 | $445K | Sell |
8,405
-130
| -2% | -$6.88K | 0.21% | 119 |
|
|
2016
Q2 | $418K | Sell |
8,535
-392
| -4% | -$19.2K | 0.2% | 129 |
|
|
2016
Q1 | $427K | Buy |
8,927
+2,432
| +37% | +$116K | 0.21% | 119 |
|
|
2015
Q4 | $257K | Buy |
+6,495
| New | +$257K | 0.13% | 193 |
|