DZ Bank’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
+602
| New | +$105K | ﹤0.01% | 851 |
|
|
2023
Q2 | – | Sell |
-871
| Closed | -$123K | – | 1152 |
|
|
2023
Q1 | $123K | Hold |
871
| – | – | ﹤0.01% | 908 |
|
|
2022
Q4 | $107K | Buy |
+871
| New | +$107K | ﹤0.01% | 944 |
|
|
2022
Q1 | – | Sell |
-2,912
| Closed | -$570K | – | 1099 |
|
|
2021
Q4 | $570K | Sell |
2,912
-2,522
| -46% | -$494K | ﹤0.01% | 784 |
|
|
2021
Q3 | $982K | Buy |
+5,434
| New | +$982K | ﹤0.01% | 676 |
|
|
2019
Q2 | – | Sell |
-84,006
| Closed | -$7.48M | – | 749 |
|
|
2019
Q1 | $7.48M | Sell |
84,006
-15,634
| -16% | -$1.39M | 0.02% | 293 |
|
|
2018
Q4 | $6.82M | Sell |
99,640
-37,453
| -27% | -$2.56M | 0.03% | 296 |
|
|
2018
Q3 | $11.6M | Buy |
137,093
+44,188
| +48% | +$3.73M | 0.04% | 237 |
|
|
2018
Q2 | $7.07M | Buy |
+92,905
| New | +$7.07M | 0.03% | 326 |
|