Tradition Wealth Management’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-488
| Closed | -$79K | – | 679 |
|
|
2023
Q4 | $79K | Hold |
488
| – | – | 0.01% | 525 |
|
|
2023
Q3 | $71K | Hold |
488
| – | – | 0.01% | 524 |
|
|
2023
Q2 | $75K | Hold |
488
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $69K | Hold |
488
| – | – | 0.01% | 534 |
|
|
2022
Q4 | $60K | Hold |
488
| – | – | 0.01% | 484 |
|
|
2022
Q3 | $58K | Buy |
+488
| New | +$58K | 0.01% | 478 |
|