Accretive Wealth Partners’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $936K | Buy |
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|
2024
Q1 | $918K | Sell |
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|
2023
Q4 | $997K | Buy |
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|
2023
Q3 | $891K | Buy |
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|
2023
Q2 | $935K | Buy |
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|
2023
Q1 | $824K | Sell |
|
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $688K | Sell |
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|
2022
Q2 | $704K | Sell |
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|
2022
Q1 | $879K | Buy |
|
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $813K | Buy |
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|
2020
Q4 | $709K | Buy |
|