DC Investments Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,032
| Closed | -$208K | – | 269 |
|
|
2019
Q3 | $208K | Sell |
2,032
-1,246
| -38% | -$128K | 0.12% | 294 |
|
|
2019
Q2 | $314K | Sell |
3,278
-2,556
| -44% | -$245K | 0.18% | 231 |
|
|
2019
Q1 | $521K | Hold |
5,834
| – | – | 0.33% | 143 |
|
|
2018
Q4 | $400K | Buy |
5,834
+754
| +15% | +$51.7K | 0.33% | 164 |
|
|
2018
Q3 | $430K | Sell |
5,080
-32
| -0.6% | -$2.71K | 0.29% | 199 |
|
|
2018
Q2 | $389K | Buy |
+5,112
| New | +$389K | 0.25% | 255 |
|