TritonPoint Wealth’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
2,531
+244
| +11% | +$42.7K | 0.04% | 231 |
|
|
2025
Q1 | $380K | Sell |
2,287
-272
| -11% | -$45.2K | 0.04% | 246 |
|
|
2024
Q4 | $464K | Sell |
2,559
-2
| -0.1% | -$363 | 0.04% | 214 |
|
|
2024
Q3 | $463K | Sell |
2,561
-286
| -10% | -$51.7K | 0.04% | 219 |
|
|
2024
Q2 | $435K | Sell |
2,847
-526
| -16% | -$80.3K | 0.04% | 217 |
|
|
2024
Q1 | $605K | Sell |
3,373
-400
| -11% | -$71.8K | 0.06% | 184 |
|
|
2023
Q4 | $612K | Buy |
+3,773
| New | +$612K | 0.06% | 193 |
|