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Venturi Wealth Management’s FirstService FSV Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-385
Closed -$69.7K – 1045
2024
Q4 		$69.7K Buy
385
+22
+6% +$3.98K ﹤0.01% 913
2024
Q3 		$66.2K Buy
+363
New +$66.2K ﹤0.01% 683