Focus Partners Wealth’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-176,141
| Closed | -$29.2M | – | 2066 |
|
|
2025
Q1 | $29.2M | Buy |
176,141
+19,895
| +13% | +$3.3M | 0.07% | 255 |
|
|
2024
Q4 | $28.3M | Sell |
156,246
-416,477
| -73% | -$75.4M | 0.07% | 248 |
|
|
2024
Q3 | $27M | Buy |
572,723
+417,969
| +270% | +$19.7M | 0.09% | 233 |
|
|
2024
Q2 | $23.6M | Buy |
+154,754
| New | +$23.6M | 0.08% | 224 |
|