QWP
Quotient Wealth Partners’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,116
| Closed | -$204K | – | 330 |
|
|
2024
Q3 | $204K | Sell |
1,116
-621
| -36% | -$113K | 0.01% | 309 |
|
|
2024
Q2 | $265K | Sell |
1,737
-2,376
| -58% | -$362K | 0.01% | 261 |
|
|
2024
Q1 | $682K | Sell |
4,113
-1,494
| -27% | -$248K | 0.02% | 143 |
|
|
2023
Q4 | $909K | Buy |
+5,607
| New | +$909K | 0.04% | 129 |
|