SIA
Schechter Investment Advisors’s Scotiabank BNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,280
| Closed | -$214K | – | 645 |
|
|
2023
Q2 | $214K | Buy |
4,280
+47
| +1% | +$2.35K | 0.02% | 574 |
|
|
2023
Q1 | $213K | Buy |
+4,233
| New | +$213K | 0.02% | 602 |
|
|
2022
Q3 | – | Sell |
-3,383
| Closed | -$200K | – | 952 |
|
|
2022
Q2 | $200K | Sell |
3,383
-712
| -17% | -$42.1K | 0.02% | 842 |
|
|
2022
Q1 | $294K | Buy |
4,095
+966
| +31% | +$69.4K | 0.03% | 715 |
|
|
2021
Q4 | $224K | Buy |
+3,129
| New | +$224K | 0.02% | 767 |
|