Wealthspire Advisors (Maryland)’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-175
| Closed | -$16K | – | 1042 |
|
|
2019
Q1 | $16K | Buy |
175
+10
| +6% | +$914 | ﹤0.01% | 1359 |
|
|
2018
Q4 | $11K | Buy |
+165
| New | +$11K | ﹤0.01% | 1420 |
|
|
2016
Q4 | – | Sell |
-850
| Closed | -$40K | – | 1780 |
|
|
2016
Q3 | $40K | Sell |
850
-850
| -50% | -$40K | 0.01% | 835 |
|
|
2016
Q2 | $78K | Hold |
1,700
| – | – | 0.01% | 601 |
|
|
2016
Q1 | $70K | Buy |
+1,700
| New | +$70K | 0.01% | 618 |
|