Ritholtz 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
Q2 | $604K | Buy |
3,456
+1,284
| +59% | +$224K | 0.01% | 588 |
|
|
2025
Q1 | $360K | Buy |
+2,172
| New | +$360K | 0.01% | 689 |
|
|
2022
Q4 | – | Sell |
-2,026
| Closed | -$241K | – | 641 |
|
|
2022
Q3 | $241K | Buy |
+2,026
| New | +$241K | 0.01% | 611 |
|
|
2022
Q1 | – | Sell |
-2,851
| Closed | -$560K | – | 561 |
|
|
2021
Q4 | $560K | Sell |
2,851
-420
| -13% | -$82.5K | 0.03% | 278 |
|
|
2021
Q3 | $590K | Buy |
3,271
+691
| +27% | +$125K | 0.04% | 239 |
|
|
2021
Q2 | $442K | Buy |
2,580
+1,163
| +82% | +$199K | 0.03% | 279 |
|
|
2021
Q1 | $210K | Buy |
+1,417
| New | +$210K | 0.02% | 393 |
|