FPFS
First Personal Financial Services’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.3M | Buy |
4,993
+7
| +0.1% | +$3.22K | 0.49% | 57 |
|
|
2024
Q2 | $2.04M | Hold |
4,986
| – | – | 0.46% | 56 |
|
|
2024
Q1 | $2.27M | Hold |
4,986
| – | – | 0.53% | 54 |
|
|
2023
Q4 | $2.38M | Sell |
4,986
-31
| -0.6% | -$14.8K | 0.58% | 51 |
|
|
2023
Q3 | $2.19M | Hold |
5,017
| – | – | 0.57% | 50 |
|
|
2023
Q2 | $2.01M | Sell |
5,017
-48
| -0.9% | -$19.2K | 0.5% | 52 |
|
|
2023
Q1 | $2.1M | Sell |
5,065
-35
| -0.7% | -$14.5K | 0.55% | 52 |
|
|
2022
Q4 | $2.05M | Sell |
5,100
-156
| -3% | -$62.6K | 0.55% | 50 |
|
|
2022
Q3 | $2.1M | Sell |
5,256
-20
| -0.4% | -$8K | 0.61% | 49 |
|
|
2022
Q2 | $2.03M | Sell |
5,276
-647
| -11% | -$249K | 0.57% | 50 |
|
|
2022
Q1 | $2.57M | Sell |
5,923
-112
| -2% | -$48.6K | 0.6% | 50 |
|
|
2021
Q4 | $2.93M | Sell |
6,035
-22
| -0.4% | -$10.7K | 0.66% | 49 |
|
|
2021
Q3 | $2.39M | Hold |
6,057
| – | – | 0.59% | 50 |
|
|
2021
Q2 | $2.03M | Sell |
6,057
-35
| -0.6% | -$11.7K | 0.52% | 51 |
|
|
2021
Q1 | $1.88M | Sell |
6,092
-77
| -1% | -$23.8K | 0.51% | 51 |
|
|
2020
Q4 | $2.05M | Sell |
6,169
-7
| -0.1% | -$2.33K | 0.58% | 50 |
|
|
2020
Q3 | $2.07M | Sell |
6,176
-80
| -1% | -$26.8K | 0.66% | 49 |
|
|
2020
Q2 | $2.06M | Sell |
6,256
-55
| -0.9% | -$18.1K | 0.7% | 49 |
|
|
2020
Q1 | $1.65M | Sell |
6,311
-73
| -1% | -$19K | 0.64% | 50 |
|
|
2019
Q4 | $1.71M | Sell |
6,384
-220
| -3% | -$59K | 0.56% | 52 |
|
|
2019
Q3 | $1.61M | Buy |
6,604
+66
| +1% | +$16K | 0.5% | 56 |
|
|
2019
Q2 | $1.87M | Sell |
6,538
-405
| -6% | -$116K | 0.54% | 51 |
|
|
2019
Q1 | $1.72M | Hold |
6,943
| – | – | 0.53% | 49 |
|
|
2018
Q4 | $1.39M | Buy |
6,943
+10
| +0.1% | +$2K | 0.48% | 53 |
|
|
2018
Q3 | $1.55M | Sell |
6,933
-154
| -2% | -$34.5K | 0.49% | 54 |
|
|
2018
Q2 | $1.4M | Sell |
7,087
-19
| -0.3% | -$3.76K | 0.47% | 54 |
|
|
2018
Q1 | $1.42M | Sell |
7,106
-1,195
| -14% | -$238K | 0.31% | 80 |
|
|
2017
Q4 | $1.6M | Sell |
8,301
-724
| -8% | -$140K | 0.31% | 80 |
|
|
2017
Q3 | $1.63M | Buy |
9,025
+224
| +3% | +$40.4K | 0.34% | 74 |
|
|
2017
Q2 | $1.46M | Sell |
8,801
-170
| -2% | -$28.3K | 0.32% | 79 |
|
|
2017
Q1 | $1.48M | Buy |
8,971
+1,642
| +22% | +$271K | 0.36% | 74 |
|
|
2016
Q4 | $1.2M | Sell |
7,329
-78
| -1% | -$12.8K | 0.32% | 79 |
|
|
2016
Q3 | $1.2M | Buy |
7,407
+1,307
| +21% | +$212K | 0.35% | 77 |
|
|
2016
Q2 | $985K | Hold |
6,100
| – | – | 0.34% | 74 |
|
|
2016
Q1 | $924K | Buy |
6,100
+203
| +3% | +$30.8K | 0.46% | 62 |
|
|
2015
Q4 | $959K | Sell |
5,897
-227
| -4% | -$36.9K | 0.54% | 60 |
|
|
2015
Q3 | $979K | Sell |
6,124
-130
| -2% | -$20.8K | 0.59% | 55 |
|
|
2015
Q2 | $1.02M | Sell |
6,254
-3,655
| -37% | -$594K | 0.61% | 57 |
|
|
2015
Q1 | $1.58M | Sell |
9,909
-547
| -5% | -$87.1K | 0.96% | 38 |
|
|
2014
Q4 | $1.47M | Buy |
+10,456
| New | +$1.47M | 0.86% | 45 |
|