Transform Wealth’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,440
| Closed | -$311K | – | 198 |
|
|
2018
Q2 | $311K | Sell |
5,440
-1,802
| -25% | -$103K | 0.06% | 183 |
|
|
2018
Q1 | $447K | Sell |
7,242
-19,798
| -73% | -$1.22M | 0.09% | 178 |
|
|
2017
Q4 | $1.75M | Buy |
27,040
+610
| +2% | +$39.4K | 0.32% | 103 |
|
|
2017
Q3 | $1.7M | Sell |
26,430
-149
| -0.6% | -$9.57K | 0.59% | 48 |
|
|
2017
Q2 | $1.6M | Buy |
26,579
+15,029
| +130% | +$904K | 1.8% | 16 |
|
|
2017
Q1 | $676K | Sell |
11,550
-300
| -3% | -$17.6K | 0.25% | 137 |
|
|
2016
Q4 | $660K | Buy |
11,850
+2,500
| +27% | +$139K | 0.26% | 129 |
|
|
2016
Q3 | $495K | Sell |
9,350
-2,500
| -21% | -$132K | 0.21% | 133 |
|
|
2016
Q2 | $581K | Buy |
+11,850
| New | +$581K | 0.24% | 127 |
|