Global Retirement Partners’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.5K | Buy |
+272
| New | +$47.5K | ﹤0.01% | 1802 |
|
|
2024
Q4 | $47.4K | Buy |
262
+7
| +3% | +$1.27K | ﹤0.01% | 1641 |
|
|
2024
Q3 | $46.5K | Buy |
255
+23
| +10% | +$4.2K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $35.4K | Buy |
232
+30
| +15% | +$4.57K | ﹤0.01% | 1712 |
|
|
2024
Q1 | $33.5K | Sell |
202
-55
| -21% | -$9.12K | ﹤0.01% | 1588 |
|
|
2023
Q4 | $41.5K | Sell |
257
-137
| -35% | -$22.1K | ﹤0.01% | 1444 |
|
|
2023
Q3 | $56.1K | Buy |
394
+43
| +12% | +$6.12K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $54.1K | Hold |
351
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q1 | $51.3K | Buy |
351
+70
| +25% | +$10.2K | ﹤0.01% | 1226 |
|
|
2022
Q4 | $34.4K | Sell |
281
-3
| -1% | -$368 | ﹤0.01% | 1251 |
|
|
2022
Q3 | $36K | Buy |
284
+3
| +1% | +$380 | ﹤0.01% | 1144 |
|
|
2022
Q2 | $34K | Hold |
281
| – | – | ﹤0.01% | 1146 |
|
|
2022
Q1 | $33K | Buy |
+281
| New | +$33K | ﹤0.01% | 1156 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$5K | – | 795 |
|
|
2021
Q3 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 1613 |
|