Sequoia Financial Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
+9,002
| New | +$498K | ﹤0.01% | 988 |
|
|
2025
Q1 | – | Sell |
-4,416
| Closed | -$237K | – | 1367 |
|
|
2024
Q4 | $237K | Buy |
4,416
+362
| +9% | +$19.4K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $221K | Buy |
+4,054
| New | +$221K | ﹤0.01% | 1124 |
|
|
2023
Q4 | – | Sell |
-6,488
| Closed | -$296K | – | 1198 |
|
|
2023
Q3 | $296K | Sell |
6,488
-1,669
| -20% | -$76.1K | 0.01% | 692 |
|
|
2023
Q2 | $408K | Sell |
8,157
-721
| -8% | -$36.1K | 0.01% | 590 |
|
|
2023
Q1 | $447K | Buy |
8,878
+932
| +12% | +$46.9K | 0.01% | 490 |
|
|
2022
Q4 | $389K | Buy |
+7,946
| New | +$389K | 0.01% | 508 |
|
|
2022
Q3 | – | Sell |
-4,013
| Closed | -$238K | – | 538 |
|
|
2022
Q2 | $238K | Buy |
4,013
+230
| +6% | +$13.6K | 0.01% | 505 |
|
|
2022
Q1 | $271K | Buy |
+3,783
| New | +$271K | 0.01% | 529 |
|