KWM
Keebeck Wealth Management’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,622
| Closed | -$1.93M | – | 268 |
|
|
2024
Q1 | $1.93M | Buy |
11,622
+446
| +4% | +$74.1K | 0.28% | 97 |
|
|
2023
Q4 | $1.81M | Buy |
11,176
+1,078
| +11% | +$175K | 0.3% | 91 |
|
|
2023
Q3 | $1.47M | Buy |
10,098
+974
| +11% | +$142K | 0.26% | 96 |
|
|
2023
Q2 | $1.41M | Buy |
9,124
+4,473
| +96% | +$690K | 0.19% | 101 |
|
|
2023
Q1 | $657K | Buy |
4,651
+2,636
| +131% | +$372K | 0.11% | 139 |
|
|
2022
Q4 | $247K | Buy |
+2,015
| New | +$247K | 0.04% | 213 |
|