BWG
Berry Wealth Group’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,786
| Closed | -$323K | – | 102 |
|
|
2024
Q4 | $323K | Buy |
1,786
+91
| +5% | +$16.5K | 0.23% | 52 |
|
|
2024
Q3 | $309K | Buy |
1,695
+246
| +17% | +$44.9K | 0.22% | 57 |
|
|
2024
Q2 | $221K | Sell |
1,449
-217
| -13% | -$33.1K | 0.18% | 72 |
|
|
2024
Q1 | $276K | Buy |
+1,666
| New | +$276K | 0.23% | 57 |
|