Cerity Partners’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
1,838
-240
| -12% | -$41.9K | ﹤0.01% | 2120 |
|
|
2025
Q1 | $345K | Sell |
2,078
-172
| -8% | -$28.5K | ﹤0.01% | 1946 |
|
|
2024
Q4 | $408K | Sell |
2,250
-80
| -3% | -$14.5K | ﹤0.01% | 1884 |
|
|
2024
Q3 | $425K | Buy |
2,330
+261
| +13% | +$47.6K | ﹤0.01% | 1863 |
|
|
2024
Q2 | $315K | Sell |
2,069
-252
| -11% | -$38.4K | ﹤0.01% | 1787 |
|
|
2024
Q1 | $385K | Buy |
2,321
+268
| +13% | +$44.4K | ﹤0.01% | 1730 |
|
|
2023
Q4 | $333K | Sell |
2,053
-91
| -4% | -$14.8K | ﹤0.01% | 1452 |
|
|
2023
Q3 | $312K | Buy |
2,144
+423
| +25% | +$61.6K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $265K | Buy |
1,721
+70
| +4% | +$10.8K | ﹤0.01% | 1434 |
|
|
2023
Q1 | $233K | Buy |
+1,651
| New | +$233K | ﹤0.01% | 1654 |
|