Steward Partners Investment Advisory’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $402K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $287K | Hold |
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|
2018
Q3 | $354K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $307K | Buy |
|