Clearstead Advisors’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.2K | Sell |
385
-48
| -11% | -$8.38K | ﹤0.01% | 1184 |
|
|
2025
Q1 | $71.9K | Sell |
433
-35
| -7% | -$5.81K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $84.7K | Sell |
468
-241
| -34% | -$43.6K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $129K | Sell |
709
-135
| -16% | -$24.6K | ﹤0.01% | 966 |
|
|
2024
Q2 | $129K | Buy |
+844
| New | +$129K | ﹤0.01% | 943 |
|