Polen Capital Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
2,247
-27,401
| -92% | -$4.78M | ﹤0.01% | 210 |
|
|
2025
Q1 | $4.92M | Sell |
29,648
-3,123
| -10% | -$518K | 0.02% | 58 |
|
|
2024
Q4 | $5.93M | Buy |
32,771
+4,634
| +16% | +$839K | 0.02% | 61 |
|
|
2024
Q3 | $5.13M | Sell |
28,137
-1,650
| -6% | -$301K | 0.01% | 61 |
|
|
2024
Q2 | $4.54M | Sell |
29,787
-6,076
| -17% | -$926K | 0.01% | 64 |
|
|
2024
Q1 | $5.95M | Sell |
35,863
-765
| -2% | -$127K | 0.01% | 62 |
|
|
2023
Q4 | $5.94M | Sell |
36,628
-3,531
| -9% | -$572K | 0.01% | 68 |
|
|
2023
Q3 | $5.84M | Sell |
40,159
-826
| -2% | -$120K | 0.02% | 65 |
|
|
2023
Q2 | $6.32M | Sell |
40,985
-1,462
| -3% | -$225K | 0.02% | 62 |
|
|
2023
Q1 | $5.98M | Buy |
42,447
+27,327
| +181% | +$3.85M | 0.02% | 62 |
|
|
2022
Q4 | $1.85M | Buy |
+15,120
| New | +$1.85M | 0.01% | 79 |
|