Fiduciary Family Office’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+1,269
| New | +$222K | 0.07% | 176 |
|
|
2024
Q3 | – | Sell |
-4,284
| Closed | -$653K | – | 208 |
|
|
2024
Q2 | $653K | Buy |
4,284
+1,290
| +43% | +$197K | 0.26% | 102 |
|
|
2024
Q1 | $496K | Buy |
2,994
+424
| +16% | +$70.3K | 0.19% | 135 |
|
|
2023
Q4 | $417K | Buy |
+2,570
| New | +$417K | 0.18% | 138 |
|