Pinnacle Wealth Planning Services’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,384
| Closed | -$291K | – | 488 |
|
|
2023
Q3 | $291K | Sell |
6,384
-114
| -2% | -$5.2K | 0.05% | 260 |
|
|
2023
Q2 | $325K | Hold |
6,498
| – | – | 0.05% | 247 |
|
|
2023
Q1 | $327K | Buy |
6,498
+92
| +1% | +$4.63K | 0.05% | 251 |
|
|
2022
Q4 | $314K | Buy |
+6,406
| New | +$314K | 0.06% | 254 |
|
|
2022
Q3 | – | Sell |
-4,280
| Closed | -$253K | – | 407 |
|
|
2022
Q2 | $253K | Buy |
+4,280
| New | +$253K | 0.05% | 280 |
|
|
2021
Q1 | – | Sell |
-176
| Closed | -$10K | – | 554 |
|
|
2020
Q4 | $10K | Buy |
+176
| New | +$10K | ﹤0.01% | 1375 |
|