Iron Horse Wealth Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46K | Hold |
37
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $6.14K | Hold |
37
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $6.7K | Hold |
37
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $6.75K | Hold |
37
| – | – | ﹤0.01% | 275 |
|
|
2024
Q2 | $5.64K | Hold |
37
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $6.14K | Sell |
37
-56
| -60% | -$9.29K | ﹤0.01% | 237 |
|
|
2023
Q4 | $15.1K | Hold |
93
| – | – | 0.01% | 144 |
|
|
2023
Q3 | $13.5K | Buy |
93
+37
| +66% | +$5.39K | 0.01% | 152 |
|
|
2023
Q2 | $8.63K | Hold |
56
| – | – | ﹤0.01% | 160 |
|
|
2023
Q1 | $7.9K | Hold |
56
| – | – | ﹤0.01% | 174 |
|
|
2022
Q4 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 138 |
|
|
2022
Q3 | – | Sell |
-33
| Closed | -$4K | – | 195 |
|
|
2022
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 157 |
|
|
2022
Q1 | $5K | Buy |
33
+10
| +43% | +$1.52K | ﹤0.01% | 160 |
|
|
2021
Q4 | $5K | Buy |
23
+3
| +15% | +$652 | ﹤0.01% | 143 |
|
|
2021
Q3 | $4K | Buy |
20
+13
| +186% | +$2.6K | ﹤0.01% | 139 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 171 |
|
|
2021
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 164 |
|