JFS Wealth Advisors’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45K | Hold |
14
| – | – | ﹤0.01% | 1343 |
|
|
2025
Q1 | $2.32K | Hold |
14
| – | – | ﹤0.01% | 1414 |
|
|
2024
Q4 | $2.54K | Hold |
14
| – | – | ﹤0.01% | 1383 |
|
|
2024
Q3 | $2.56K | Hold |
14
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q2 | $2.13K | Hold |
14
| – | – | ﹤0.01% | 1404 |
|
|
2024
Q1 | $2.32K | Hold |
14
| – | – | ﹤0.01% | 1390 |
|
|
2023
Q4 | $2.27K | Hold |
14
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q3 | $2.04K | Sell |
14
-1
| -7% | -$146 | ﹤0.01% | 1357 |
|
|
2023
Q2 | $2.31K | Buy |
15
+2
| +15% | +$308 | ﹤0.01% | 1330 |
|
|
2023
Q1 | $1.83K | Hold |
13
| – | – | ﹤0.01% | 1404 |
|
|
2022
Q4 | $1.59K | Buy |
13
+3
| +30% | +$368 | ﹤0.01% | 1460 |
|
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1548 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1807 |
|
|
2022
Q1 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 1636 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1361 |
|