LA
Lindenwold Advisors’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
1,600
-40
| -2% | -$6.99K | 0.15% | 89 |
|
|
2025
Q1 | $272K | Sell |
1,640
-265
| -14% | -$44K | 0.15% | 88 |
|
|
2024
Q4 | $345K | Sell |
1,905
-37
| -2% | -$6.7K | 0.18% | 83 |
|
|
2024
Q3 | $354K | Buy |
1,942
+5
| +0.3% | +$912 | 0.18% | 85 |
|
|
2024
Q2 | $295K | Hold |
1,937
| – | – | 0.16% | 89 |
|
|
2024
Q1 | $321K | Buy |
1,937
+10
| +0.5% | +$1.66K | 0.17% | 94 |
|
|
2023
Q4 | $312K | Hold |
1,927
| – | – | 0.18% | 90 |
|
|
2023
Q3 | $280K | Buy |
1,927
+15
| +0.8% | +$2.18K | 0.17% | 91 |
|
|
2023
Q2 | $295K | Sell |
1,912
-135
| -7% | -$20.8K | 0.18% | 91 |
|
|
2023
Q1 | $289K | Buy |
2,047
+40
| +2% | +$5.64K | 0.18% | 95 |
|
|
2022
Q4 | $246K | Buy |
2,007
+10
| +0.5% | +$1.23K | 0.16% | 103 |
|
|
2022
Q3 | $238K | Buy |
1,997
+60
| +3% | +$7.15K | 0.18% | 97 |
|
|
2022
Q2 | $235K | Buy |
1,937
+5
| +0.3% | +$607 | 0.17% | 99 |
|
|
2022
Q1 | $280K | Buy |
1,932
+105
| +6% | +$15.2K | 0.17% | 98 |
|
|
2021
Q4 | $359K | Buy |
+1,827
| New | +$359K | 0.21% | 91 |
|