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GeoWealth Management’s FirstService FSV Stock Holding History

GeoWealth Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$5.97K – 1333
2024
Q4 		$5.97K Sell
33
-2
-6% -$362 ﹤0.01% 1535
2024
Q3 		$6.39K Buy
+35
New +$6.39K ﹤0.01% 1425