Greenleaf Trust’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
1,946
+1
| +0.1% | +$175 | ﹤0.01% | 590 |
|
|
2025
Q1 | $323K | Sell |
1,945
-8
| -0.4% | -$1.33K | ﹤0.01% | 620 |
|
|
2024
Q4 | $354K | Buy |
1,953
+14
| +0.7% | +$2.53K | ﹤0.01% | 598 |
|
|
2024
Q3 | $354K | Hold |
1,939
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $295K | Buy |
+1,939
| New | +$295K | ﹤0.01% | 627 |
|