Orion Portfolio Solutions’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.16M | Buy |
12,996
+1,309
| +11% | +$217K | 0.02% | 666 |
|
|
2024
Q4 | $2.12M | Buy |
+11,687
| New | +$2.12M | 0.02% | 668 |
|
|
2024
Q3 | – | Sell |
-13,243
| Closed | -$2.02M | – | 1810 |
|
|
2024
Q2 | $2.02M | Sell |
13,243
-1,144
| -8% | -$174K | 0.02% | 641 |
|
|
2024
Q1 | $2.39M | Sell |
14,387
-755
| -5% | -$125K | 0.03% | 580 |
|
|
2023
Q4 | $2.44M | Buy |
15,142
+2,342
| +18% | +$377K | 0.03% | 537 |
|
|
2023
Q3 | $1.86M | Sell |
12,800
-737
| -5% | -$107K | 0.02% | 643 |
|
|
2023
Q2 | $2.09M | Buy |
+13,537
| New | +$2.09M | 0.02% | 632 |
|