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