DWM
Diversify Wealth Management’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
2,005
-122
| -6% | -$23.8K | 0.02% | 412 |
|
|
2025
Q1 | $366K | Buy |
2,127
+89
| +4% | +$15.3K | 0.03% | 407 |
|
|
2024
Q4 | $356K | Sell |
2,038
-86
| -4% | -$15K | 0.03% | 408 |
|
|
2024
Q3 | $392K | Sell |
2,124
-247
| -10% | -$45.6K | 0.04% | 355 |
|
|
2024
Q2 | $399K | Buy |
+2,371
| New | +$399K | 0.05% | 314 |
|