MGWM
Marks Group Wealth Management’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,878
| Closed | -$700K | – | 285 |
|
|
2022
Q3 | $700K | Buy |
5,878
+91
| +2% | +$10.8K | 0.11% | 178 |
|
|
2022
Q2 | $701K | Buy |
5,787
+293
| +5% | +$35.5K | 0.1% | 189 |
|
|
2022
Q1 | $796K | Buy |
5,494
+588
| +12% | +$85.2K | 0.1% | 190 |
|
|
2021
Q4 | $972K | Buy |
4,906
+225
| +5% | +$44.6K | 0.12% | 178 |
|
|
2021
Q3 | $853K | Buy |
+4,681
| New | +$853K | 0.12% | 163 |
|