Carson Wealth (CWM LLC)’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | – | – | 4701 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4457 |
|
|
2023
Q3 | – | Sell |
-26
| Closed | -$4K | – | 4284 |
|
|
2023
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 3519 |
|
|
2023
Q1 | $4K | Sell |
26
-63
| -71% | -$9.69K | ﹤0.01% | 3380 |
|
|
2022
Q4 | $11K | Buy |
+89
| New | +$11K | ﹤0.01% | 2743 |
|