RSWM
Robertson Stephens Wealth Management’s Scotiabank BNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,991
| Closed | -$332K | – | 406 |
|
|
2022
Q3 | $332K | Sell |
6,991
-1,000
| -13% | -$47.5K | 0.03% | 264 |
|
|
2022
Q2 | $473K | Hold |
7,991
| – | – | 0.04% | 241 |
|
|
2022
Q1 | $573K | Buy |
7,991
+4,000
| +100% | +$287K | 0.05% | 237 |
|
|
2021
Q4 | $289K | Hold |
3,991
| – | – | 0.02% | 324 |
|
|
2021
Q3 | $245K | Hold |
3,991
| – | – | 0.03% | 274 |
|
|
2021
Q2 | $259K | Hold |
3,991
| – | – | 0.03% | 284 |
|
|
2021
Q1 | $249K | Hold |
3,991
| – | – | 0.04% | 256 |
|
|
2020
Q4 | $215K | Buy |
+3,991
| New | +$215K | 0.04% | 234 |
|