Addison Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-110
| Closed | -$4.35K | – | 778 |
|
2024
Q1 | $4.35K | Hold |
110
| – | – | ﹤0.01% | 578 |
|
2023
Q4 | $4.53K | Hold |
110
| – | – | ﹤0.01% | 577 |
|
2023
Q3 | $4.18K | Hold |
110
| – | – | ﹤0.01% | 552 |
|
2023
Q2 | $4.74K | Hold |
110
| – | – | ﹤0.01% | 538 |
|
2023
Q1 | $4.68K | Hold |
110
| – | – | ﹤0.01% | 514 |
|
2022
Q4 | $4.4K | Hold |
110
| – | – | ﹤0.01% | 512 |
|
2022
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 514 |
|
2022
Q2 | $5K | Hold |
110
| – | – | ﹤0.01% | 502 |
|
2022
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 532 |
|
2021
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 465 |
|
2021
Q3 | $5K | Hold |
110
| – | – | ﹤0.01% | 347 |
|
2021
Q2 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 343 |
|
2020
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 338 |
|