AWA
ARS Wealth Advisors’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $999K | Buy |
+5,835
| New | +$999K | 0.18% | 51 |
|
|
2021
Q1 | – | Sell |
-2,835
| Closed | -$388K | – | 133 |
|
|
2020
Q4 | $388K | Hold |
2,835
| – | – | 0.08% | 82 |
|
|
2020
Q3 | $374K | Hold |
2,835
| – | – | 0.1% | 73 |
|
|
2020
Q2 | $286K | Hold |
2,835
| – | – | 0.09% | 79 |
|
|
2020
Q1 | $219K | Hold |
2,835
| – | – | 0.09% | 80 |
|
|
2019
Q4 | $264K | Hold |
2,835
| – | – | 0.08% | 97 |
|
|
2019
Q3 | $291K | Buy |
2,835
+400
| +16% | +$41.1K | 0.09% | 82 |
|
|
2019
Q2 | $234K | Hold |
2,435
| – | – | 0.07% | 100 |
|
|
2019
Q1 | $218K | Buy |
+2,435
| New | +$218K | 0.07% | 104 |
|
|
2018
Q4 | – | Sell |
-2,435
| Closed | -$206K | – | 108 |
|
|
2018
Q3 | $206K | Buy |
+2,435
| New | +$206K | 0.07% | 112 |
|