River Wealth Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-730
| Closed | -$36K | – | 187 |
|
|
2018
Q4 | $36K | Sell |
730
-200
| -22% | -$9.86K | 0.02% | 274 |
|
|
2018
Q3 | $55K | Sell |
930
-365
| -28% | -$21.6K | 0.02% | 271 |
|
|
2018
Q2 | $74K | Buy |
+1,295
| New | +$74K | 0.03% | 232 |
|
|
2015
Q4 | – | Sell |
-15,542
| Closed | -$662K | – | 143 |
|
|
2015
Q3 | $662K | Sell |
15,542
-1,752
| -10% | -$74.6K | 0.45% | 76 |
|
|
2015
Q2 | $854K | Sell |
17,294
-476
| -3% | -$23.5K | 0.54% | 72 |
|
|
2015
Q1 | $845K | Buy |
+17,770
| New | +$845K | 0.52% | 73 |
|