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