Orgel Wealth Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $546K | Hold |
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|
2025
Q2 | $500K | Hold |
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|
2025
Q1 | $475K | Hold |
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|
2024
Q4 | $519K | Hold |
|
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $437K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $403K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $646K | Hold |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $488K | Hold |
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|
2020
Q4 | $450K | Hold |
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|
2020
Q3 | $433K | Hold |
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|
2020
Q2 | $331K | Hold |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $307K | Hold |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $317K | Hold |
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|
2019
Q1 | $293K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $231K | Hold |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $211K | Buy |
|