Cetera Investment Advisers’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
2,599
+925
| +55% | +$162K | ﹤0.01% | 3041 |
|
|
2025
Q1 | $278K | Buy |
+1,674
| New | +$278K | ﹤0.01% | 3328 |
|
|
2024
Q3 | – | Sell |
-2,853
| Closed | -$435K | – | 3768 |
|
|
2024
Q2 | $435K | Sell |
2,853
-543
| -16% | -$82.7K | ﹤0.01% | 2699 |
|
|
2024
Q1 | $563K | Buy |
3,396
+1,976
| +139% | +$328K | ﹤0.01% | 2511 |
|
|
2023
Q4 | $230K | Buy |
+1,420
| New | +$230K | ﹤0.01% | 1956 |
|
|
2022
Q2 | – | Sell |
-1,604
| Closed | -$232K | – | 1859 |
|
|
2022
Q1 | $232K | Buy |
1,604
+199
| +14% | +$28.8K | ﹤0.01% | 1622 |
|
|
2021
Q4 | $276K | Buy |
1,405
+31
| +2% | +$6.09K | ﹤0.01% | 1536 |
|
|
2021
Q3 | $248K | Sell |
1,374
-101
| -7% | -$18.2K | ﹤0.01% | 1552 |
|
|
2021
Q2 | $253K | Buy |
+1,475
| New | +$253K | ﹤0.01% | 1522 |
|