1620 Investment Advisors’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Buy
2,556
+141
+6% +$6.73K 0.09% 202
2025
Q1
$110K Buy
2,415
+155
+7% +$7.07K 0.08% 200
2024
Q4
$93.9K Buy
2,260
+130
+6% +$5.4K 0.07% 229
2024
Q3
$96.8K Buy
2,130
+60
+3% +$2.73K 0.07% 233
2024
Q2
$80.4K Buy
+2,070
New +$80.4K 0.06% 241