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Concurrent Investment Advisors’s FirstService FSV Stock Holding History

Concurrent Investment Advisors’s Portfolio FSV Stock Details FSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,276
Closed -$212K – 966
2024
Q1 		$212K Sell
1,276
-253
-17% -$41.9K 0.01% 787
2023
Q4 		$248K Buy
+1,529
New +$248K 0.01% 704