Northwestern Mutual Wealth Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49
| Closed | -$8.87K | – | 3767 |
|
|
2024
Q4 | $8.87K | Buy |
+49
| New | +$8.87K | ﹤0.01% | 2787 |
|
|
2024
Q2 | – | Sell |
-21
| Closed | -$3.48K | – | 3611 |
|
|
2024
Q1 | $3.48K | Sell |
21
-14
| -40% | -$2.32K | ﹤0.01% | 2944 |
|
|
2023
Q4 | $5.67K | Buy |
+35
| New | +$5.67K | ﹤0.01% | 2831 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$1.7K | – | 3371 |
|
|
2023
Q2 | $1.7K | Buy |
+11
| New | +$1.7K | ﹤0.01% | 3013 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$4.29K | – | 3448 |
|
|
2022
Q4 | $4.29K | Buy |
+35
| New | +$4.29K | ﹤0.01% | 2768 |
|
|
2020
Q4 | – | Sell |
-130
| Closed | -$17K | – | 2756 |
|
|
2020
Q3 | $17K | Buy |
+130
| New | +$17K | ﹤0.01% | 1847 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$2K | – | 2115 |
|
|
2016
Q1 | $2K | Buy |
55
+18
| +49% | +$655 | ﹤0.01% | 1884 |
|
|
2015
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1501 |
|