Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 24, 2020

SELL
N/A
-5,910 Closed
0 $0
Q3 2019

Oct 15, 2019

SELL
N/A
-1,657 Reduced 21.9%
5,910 $315,000
Q2 2019

Jul 29, 2019

BUY
N/A
99 Added 1.33%
7,567 $372,000
Q1 2019

Apr 22, 2019

BUY
N/A
194 Added 2.67%
7,468 $347,000
Q4 2018

Jan 30, 2019

SELL
N/A
-1,766 Reduced 19.54%
7,274 $315,000
Q3 2018

Nov 01, 2018

SELL
N/A
-870 Reduced 8.78%
9,040 $439,000
Q2 2018

Aug 07, 2018

BUY
N/A
3,560 Added 56.06%
9,910 $500,000
Q1 2018

May 10, 2018

SELL
N/A
-747 Reduced 10.53%
6,350 $330,000
Q4 2017

Jan 25, 2018

BUY
N/A
2,526 Added 55.26%
7,097 $353,000
Q3 2017

Nov 01, 2017

BUY
N/A
4,571
4,571 $215,000
Track This Portfolio

Track First Personal Financial Services Portfolio

Follow First Personal Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.