True Wealth Design’s FirstService FSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524 | Hold |
3
| – | – | ﹤0.01% | 1725 |
|
|
2025
Q1 | $498 | Hold |
3
| – | – | ﹤0.01% | 1539 |
|
|
2024
Q4 | $544 | Hold |
3
| – | – | ﹤0.01% | 1080 |
|
|
2024
Q3 | $548 | Hold |
3
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q2 | $458 | Buy |
3
+1
| +50% | +$153 | ﹤0.01% | 664 |
|
|
2024
Q1 | $332 | Buy |
2
+1
| +100% | +$166 | ﹤0.01% | 697 |
|
|
2023
Q4 | $163 | Hold |
1
| – | – | ﹤0.01% | 705 |
|
|
2023
Q3 | $146 | Hold |
1
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $155 | Hold |
1
| – | – | ﹤0.01% | 689 |
|
|
2023
Q1 | $141 | Hold |
1
| – | – | ﹤0.01% | 772 |
|
|
2022
Q4 | $123 | Buy |
+1
| New | +$123 | ﹤0.01% | 720 |
|