Allworth Financial’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.03K | Buy |
46
+2
| +5% | +$349 | ﹤0.01% | 2989 |
|
2025
Q1 | $7.56K | Buy |
44
+5
| +13% | +$859 | ﹤0.01% | 2542 |
|
2024
Q4 | $7.24K | Sell |
39
-133
| -77% | -$24.7K | ﹤0.01% | 2584 |
|
2024
Q3 | $31.4K | Buy |
172
+10
| +6% | +$1.83K | ﹤0.01% | 1630 |
|
2024
Q2 | $26.6K | Buy |
162
+120
| +286% | +$19.7K | ﹤0.01% | 1698 |
|
2024
Q1 | $6.96K | Hold |
42
| – | – | ﹤0.01% | 2260 |
|
2023
Q4 | $6.81K | Sell |
42
-7
| -14% | -$1.14K | ﹤0.01% | 2138 |
|
2023
Q3 | $7.13K | Buy |
49
+14
| +40% | +$2.04K | ﹤0.01% | 1970 |
|
2023
Q2 | $5.39K | Sell |
35
-24
| -41% | -$3.7K | ﹤0.01% | 2064 |
|
2023
Q1 | $8.32K | Buy |
+59
| New | +$8.32K | ﹤0.01% | 1857 |
|