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Kestra Private Wealth Services’s FirstService FSV Stock Holding History

Kestra Private Wealth Services’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,749
Closed -$266K – 1403
2024
Q2 		$266K Sell
1,749
-961
-35% -$146K 0.01% 1090
2024
Q1 		$449K Sell
2,710
-50
-2% -$8.29K 0.01% 844
2023
Q4 		$447K Buy
+2,760
New +$447K 0.01% 774