Cerity Partners’s FirstService FSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$335K Sell
2025
Q2
$321K Sell
2025
Q1
$345K Sell
2024
Q4
$408K Sell
2024
Q3
$425K Buy
2024
Q2
$315K Sell
2024
Q1
$385K Buy
2023
Q4
$333K Sell
2023
Q3
$312K Buy
2023
Q2
$265K Buy
2023
Q1
$233K Buy