Charles Schwab’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.2M | Sell |
87,169
-1,494
| -2% | -$260K | ﹤0.01% | 1810 |
|
2025
Q1 | $14.7M | Sell |
88,663
-1,604
| -2% | -$266K | ﹤0.01% | 1782 |
|
2024
Q4 | $16.3M | Sell |
90,267
-274
| -0.3% | -$49.6K | ﹤0.01% | 1797 |
|
2024
Q3 | $16.6M | Sell |
90,541
-2,748
| -3% | -$503K | ﹤0.01% | 1794 |
|
2024
Q2 | $14.2M | Buy |
+93,289
| New | +$14.2M | ﹤0.01% | 1866 |
|