Corient Private Wealth
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Corient Private Wealth’s FirstService FSV Stock Holding History

Corient Private Wealth’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 		$806K Sell
2025
Q1 		$2.74M Sell
2024
Q4 		$3.43M Sell
2024
Q3 		$3.7M Sell
2024
Q2 		$3.7M Sell
2024
Q1 		$4.57M Sell
2023
Q4 		$4.5M Sell
2023
Q3 		$11.1M Sell
2023
Q2 		$11.9M Buy
2023
Q1 		$7.7M Buy