CPWMP
Cardinal Point Wealth Management Partners’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.87M | Sell |
13,236
-400
| -3% | -$56.4K | 0.57% | 17 |
|
|
2022
Q4 | $1.67M | Hold |
13,636
| – | – | 0.58% | 17 |
|
|
2022
Q3 | $1.66M | Hold |
13,636
| – | – | 0.79% | 14 |
|
|
2022
Q2 | $1.65M | Hold |
13,636
| – | – | 0.79% | 15 |
|
|
2022
Q1 | $1.98M | Hold |
13,636
| – | – | 0.88% | 14 |
|
|
2021
Q4 | $2.68M | Buy |
+13,636
| New | +$2.68M | 1.16% | 16 |
|