SFA
Source Financial Advisors’s Scotiabank BNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,152
| Closed | -$297K | – | 112 |
|
|
2021
Q4 | $297K | Hold |
4,152
| – | – | 0.08% | 95 |
|
|
2021
Q3 | $255K | Hold |
4,152
| – | – | 0.07% | 96 |
|
|
2021
Q2 | $271K | Hold |
4,152
| – | – | 0.07% | 94 |
|
|
2021
Q1 | $259K | Buy |
4,152
+132
| +3% | +$8.23K | 0.07% | 97 |
|
|
2020
Q4 | $217K | Buy |
+4,020
| New | +$217K | 0.06% | 104 |
|