Farther Finance 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 | $635K | Buy |
3,634
+14
| +0.4% | +$2.44K | 0.01% | 793 |
|
|
2025
Q1 | $610K | Sell |
3,620
-277
| -7% | -$46.7K | 0.02% | 695 |
|
|
2024
Q4 | $705K | Sell |
3,897
-326
| -8% | -$59K | 0.03% | 481 |
|
|
2024
Q3 | $771K | Sell |
4,223
-477
| -10% | -$87K | 0.03% | 432 |
|
|
2024
Q2 | $715K | Sell |
4,700
-116
| -2% | -$17.6K | 0.03% | 374 |
|
|
2024
Q1 | $794K | Sell |
4,816
-3,980
| -45% | -$656K | 0.05% | 294 |
|
|
2023
Q4 | $1.43M | Buy |
8,796
+7,345
| +506% | +$1.19M | 0.1% | 184 |
|
|
2023
Q3 | $211K | Buy |
+1,451
| New | +$211K | 0.03% | 371 |
|