Rockefeller Financial Services’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,156
| Closed | -$357K | – | 480 |
|
|
2014
Q3 | $357K | Hold |
6,156
| – | – | 0.01% | 275 |
|
|
2014
Q2 | $384K | Sell |
6,156
-54
| -0.9% | -$3.37K | 0.01% | 285 |
|
|
2014
Q1 | $335K | Hold |
6,210
| – | – | 0.01% | 289 |
|
|
2013
Q4 | $361K | Hold |
6,210
| – | – | 0.01% | 295 |
|
|
2013
Q3 | $331K | Buy |
6,210
+2,680
| +76% | +$143K | 0.01% | 292 |
|
|
2013
Q2 | $176K | Buy |
+3,530
| New | +$176K | ﹤0.01% | 338 |
|