Avantax Advisory Services’s FirstService FSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
6,370
+106
+2% +$18.5K 0.01% 1102
2025
Q1
$1.04M Buy
6,264
+1,376
+28% +$228K 0.01% 1065
2024
Q4
$885K Sell
4,888
-255
-5% -$46.2K 0.01% 1097
2024
Q3
$938K Buy
5,143
+821
+19% +$150K 0.01% 1064
2024
Q2
$659K Buy
+4,322
New +$659K ﹤0.01% 1199