Clearstead Advisors’s FirstService FSV Stock Holding History

Clearstead Advisors’s Portfolio FSV Stock Details FSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$67.2K	Sell
2025 Q1	$71.9K	Sell
2024 Q4	$84.7K	Sell
2024 Q3	$129K	Sell
2024 Q2	$129K	Buy