United Capital Financial Advisors’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,006
| Closed | -$237K | – | 1088 |
|
|
2022
Q2 | $237K | Buy |
+4,006
| New | +$237K | ﹤0.01% | 1008 |
|
|
2020
Q1 | – | Sell |
-12,205
| Closed | -$689K | – | 1203 |
|
|
2019
Q4 | $689K | Buy |
+12,205
| New | +$689K | ﹤0.01% | 895 |
|
|
2019
Q3 | – | Sell |
-9,328
| Closed | -$507K | – | 1319 |
|
|
2019
Q2 | $507K | Buy |
9,328
+3,733
| +67% | +$203K | ﹤0.01% | 1034 |
|
|
2019
Q1 | $298K | Buy |
5,595
+919
| +20% | +$48.9K | ﹤0.01% | 1110 |
|
|
2018
Q4 | $233K | Buy |
+4,676
| New | +$233K | ﹤0.01% | 1153 |
|
|
2018
Q2 | – | Sell |
-3,490
| Closed | -$215K | – | 1311 |
|
|
2018
Q1 | $215K | Buy |
3,490
+315
| +10% | +$19.4K | ﹤0.01% | 1213 |
|
|
2017
Q4 | $205K | Buy |
+3,175
| New | +$205K | ﹤0.01% | 1236 |
|
|
2015
Q3 | – | Sell |
-6,867
| Closed | -$339K | – | 1250 |
|
|
2015
Q2 | $339K | Sell |
6,867
-20,709
| -75% | -$1.02M | ﹤0.01% | 1046 |
|
|
2015
Q1 | $1.44M | Sell |
27,576
-1,165
| -4% | -$60.8K | 0.02% | 643 |
|
|
2014
Q4 | $1.55M | Buy |
28,741
+21,999
| +326% | +$1.19M | 0.02% | 536 |
|
|
2014
Q3 | $391K | Buy |
+6,742
| New | +$391K | 0.01% | 861 |
|
|
2014
Q2 | – | Sell |
-6,021
| Closed | -$325K | – | 805 |
|
|
2014
Q1 | $325K | Buy |
+6,021
| New | +$325K | 0.01% | 762 |
|