AWP
Accretive Wealth Partners’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
6,883
+88
| +1% | +$15.4K | 0.39% | 78 |
|
|
2025
Q1 | $1.18M | Buy |
6,795
+629
| +10% | +$109K | 0.42% | 76 |
|
|
2024
Q4 | $1.12M | Sell |
6,166
-28
| -0.5% | -$5.07K | 0.47% | 75 |
|
|
2024
Q3 | $1.13M | Buy |
6,194
+49
| +0.8% | +$8.94K | 0.47% | 72 |
|
|
2024
Q2 | $936K | Buy |
6,145
+4
| +0.1% | +$609 | 0.39% | 82 |
|
|
2024
Q1 | $918K | Sell |
6,141
-11
| -0.2% | -$1.65K | 0.41% | 81 |
|
|
2023
Q4 | $997K | Buy |
6,152
+29
| +0.5% | +$4.7K | 0.48% | 75 |
|
|
2023
Q3 | $891K | Buy |
6,123
+53
| +0.9% | +$7.71K | 0.53% | 61 |
|
|
2023
Q2 | $935K | Buy |
6,070
+227
| +4% | +$35K | 0.55% | 62 |
|
|
2023
Q1 | $824K | Sell |
5,843
-119
| -2% | -$16.8K | 0.53% | 60 |
|
|
2022
Q4 | $731K | Buy |
5,962
+182
| +3% | +$22.3K | 0.5% | 65 |
|
|
2022
Q3 | $688K | Sell |
5,780
-29
| -0.5% | -$3.45K | 0.52% | 61 |
|
|
2022
Q2 | $704K | Sell |
5,809
-255
| -4% | -$30.9K | 0.51% | 67 |
|
|
2022
Q1 | $879K | Buy |
6,064
+102
| +2% | +$14.8K | 0.55% | 66 |
|
|
2021
Q4 | $1.17M | Buy |
5,962
+85
| +1% | +$16.7K | 0.75% | 48 |
|
|
2021
Q3 | $1.06M | Buy |
5,877
+93
| +2% | +$16.8K | 0.75% | 53 |
|
|
2021
Q2 | $991K | Buy |
5,784
+301
| +5% | +$51.6K | 0.71% | 57 |
|
|
2021
Q1 | $813K | Buy |
5,483
+299
| +6% | +$44.3K | 0.73% | 62 |
|
|
2020
Q4 | $709K | Buy |
+5,184
| New | +$709K | 0.7% | 63 |
|