Congress Wealth Management’s FirstService FSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,284	Closed	-$232K	–	1085
2024 Q4	$232K	Sell	1,284 -202	-14%	-$36.6K	﹤0.01%	822
2024 Q3	$271K	Buy	+1,486	New	+$271K	﹤0.01%	753