EverSource Wealth Advisors’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.7K | Buy |
365
+292
| +400% | +$51K | ﹤0.01% | 1463 |
|
|
2025
Q1 | $12.1K | Buy |
73
+27
| +59% | +$4.48K | ﹤0.01% | 1996 |
|
|
2024
Q4 | $8.33K | Buy |
46
+14
| +44% | +$2.53K | ﹤0.01% | 2098 |
|
|
2024
Q3 | $5.84K | Sell |
32
-41
| -56% | -$7.48K | ﹤0.01% | 2164 |
|
|
2024
Q2 | $12.7K | Sell |
73
-53
| -42% | -$9.25K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $18.5K | Buy |
126
+22
| +21% | +$3.23K | ﹤0.01% | 1396 |
|
|
2023
Q4 | $16.9K | Sell |
104
-210
| -67% | -$34K | ﹤0.01% | 1316 |
|
|
2023
Q3 | $45.7K | Buy |
314
+50
| +19% | +$7.28K | ﹤0.01% | 844 |
|
|
2023
Q2 | $40.7K | Buy |
+264
| New | +$40.7K | ﹤0.01% | 920 |
|
|
2022
Q3 | – | Sell |
-493
| Closed | -$60K | – | 2017 |
|
|
2022
Q2 | $60K | Buy |
+493
| New | +$60K | 0.02% | 562 |
|