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Stonegate Investment Group’s FirstService FSV Stock Holding History

Stonegate Investment Group’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
1,603
+73
+5% +$12.7K 0.01% 305
2025
Q1 		$254K Hold
1,530
– – 0.01% 294
2024
Q4 		$277K Hold
1,530
– – 0.01% 273
2024
Q3 		$279K Hold
1,530
– – 0.01% 282
2024
Q2 		$233K Buy
+1,530
New +$233K 0.01% 306