Smartleaf Asset 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 | $163K | Sell |
944
-41
| -4% | -$7.09K | 0.01% | 654 |
|
|
2025
Q1 | $164K | Buy |
985
+2
| +0.2% | +$332 | 0.02% | 637 |
|
|
2024
Q4 | $178K | Buy |
983
+50
| +5% | +$9.07K | 0.02% | 583 |
|
|
2024
Q3 | $168K | Buy |
933
+125
| +15% | +$22.5K | 0.02% | 549 |
|
|
2024
Q2 | $123K | Buy |
808
+42
| +5% | +$6.38K | 0.02% | 515 |
|
|
2024
Q1 | $128K | Hold |
766
| – | – | 0.02% | 466 |
|
|
2023
Q4 | $125K | Buy |
+766
| New | +$125K | 0.03% | 391 |
|