Atria Investments’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
3,981
+1,519
| +62% | +$265K | 0.01% | 1245 |
|
|
2025
Q1 | $409K | Buy |
+2,462
| New | +$409K | 0.01% | 1462 |
|
|
2022
Q2 | – | Sell |
-8,055
| Closed | -$1.17M | – | 795 |
|
|
2022
Q1 | $1.17M | Buy |
8,055
+924
| +13% | +$134K | 0.02% | 786 |
|
|
2021
Q4 | $1.4M | Buy |
7,131
+1,163
| +19% | +$228K | 0.03% | 701 |
|
|
2021
Q3 | $1.08M | Sell |
5,968
-42
| -0.7% | -$7.58K | 0.02% | 756 |
|
|
2021
Q2 | $1.03M | Buy |
+6,010
| New | +$1.03M | 0.02% | 747 |
|
|
2020
Q1 | – | Sell |
-4,630
| Closed | -$431K | – | 772 |
|
|
2019
Q4 | $431K | Buy |
4,630
+1,001
| +28% | +$93.2K | 0.01% | 839 |
|
|
2019
Q3 | $372K | Buy |
3,629
+413
| +13% | +$42.3K | 0.01% | 657 |
|
|
2019
Q2 | $335K | Buy |
+3,216
| New | +$335K | 0.01% | 706 |
|