Creative Planning’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
11,019
+2,322
| +27% | +$405K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $1.44M | Sell |
8,697
-3,723
| -30% | -$618K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $2.25M | Buy |
12,420
+3,147
| +34% | +$570K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $1.69M | Buy |
9,273
+4,752
| +105% | +$867K | ﹤0.01% | 1175 |
|
|
2024
Q2 | $689K | Buy |
4,521
+30
| +0.7% | +$4.57K | ﹤0.01% | 1682 |
|
|
2024
Q1 | $745K | Buy |
4,491
+2,252
| +101% | +$373K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $363K | Buy |
2,239
+87
| +4% | +$14.1K | ﹤0.01% | 1945 |
|
|
2023
Q3 | $313K | Buy |
2,152
+324
| +18% | +$47.2K | ﹤0.01% | 1899 |
|
|
2023
Q2 | $282K | Buy |
+1,828
| New | +$282K | ﹤0.01% | 1946 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$5K | – | 4415 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3567 |
|
|
2016
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 3632 |
|
|
2015
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3706 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3754 |
|