Tacita Capital’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Buy |
470
+180
| +62% | +$31.4K | 0.05% | 109 |
|
|
2025
Q1 | $48.1K | Hold |
290
| – | – | 0.03% | 134 |
|
|
2024
Q4 | $52.4K | Hold |
290
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $53.1K | Hold |
290
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $44.1K | Hold |
290
| – | – | 0.03% | 151 |
|
|
2024
Q1 | $48K | Hold |
290
| – | – | 0.03% | 153 |
|
|
2023
Q4 | $47.1K | Hold |
290
| – | – | 0.03% | 150 |
|
|
2023
Q3 | $42.3K | Hold |
290
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $45K | Hold |
290
| – | – | 0.03% | 144 |
|
|
2023
Q1 | $41K | Hold |
290
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $36K | Hold |
290
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $35K | Hold |
290
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $35K | Hold |
290
| – | – | 0.02% | 154 |
|
|
2022
Q1 | $42K | Sell |
290
-2,635
| -90% | -$382K | 0.02% | 153 |
|
|
2021
Q4 | $574K | Sell |
2,925
-265
| -8% | -$52K | 0.33% | 51 |
|
|
2021
Q3 | $573K | Sell |
3,190
-65
| -2% | -$11.7K | 0.35% | 51 |
|
|
2021
Q2 | $558K | Sell |
3,255
-1,760
| -35% | -$302K | 0.34% | 51 |
|
|
2021
Q1 | $744K | Buy |
5,015
+40
| +0.8% | +$5.93K | 0.48% | 45 |
|
|
2020
Q4 | $679K | Buy |
+4,975
| New | +$679K | 0.45% | 43 |
|