Creative Planning’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $745K | Buy |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $3K | Buy |
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