Total Clarity Wealth Management’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,280
| Closed | -$455K | – | 186 |
|
2022
Q4 | $455K | Buy |
9,280
+425
| +5% | +$20.8K | 0.23% | 109 |
|
2022
Q3 | $421K | Hold |
8,855
| – | – | 0.26% | 110 |
|
2022
Q2 | $524K | Buy |
8,855
+545
| +7% | +$32.3K | 0.27% | 88 |
|
2022
Q1 | $596K | Buy |
8,310
+150
| +2% | +$10.8K | 0.33% | 82 |
|
2021
Q4 | $585K | Sell |
8,160
-200
| -2% | -$14.3K | 0.27% | 93 |
|
2021
Q3 | $514K | Sell |
8,360
-750
| -8% | -$46.1K | 0.24% | 101 |
|
2021
Q2 | $593K | Sell |
9,110
-500
| -5% | -$32.5K | 0.33% | 90 |
|
2021
Q1 | $601K | Hold |
9,610
| – | – | 0.35% | 69 |
|
2020
Q4 | $519K | Sell |
9,610
-1,380
| -13% | -$74.5K | 0.36% | 77 |
|
2020
Q3 | $456K | Sell |
10,990
-2,700
| -20% | -$112K | 0.4% | 76 |
|
2020
Q2 | $565K | Sell |
13,690
-500
| -4% | -$20.6K | 0.52% | 54 |
|
2020
Q1 | $576K | Sell |
14,190
-1,120
| -7% | -$45.5K | 0.89% | 34 |
|
2019
Q4 | $865K | Buy |
+15,310
| New | +$865K | 0.65% | 35 |
|