Advisor Partners’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $341K | Buy |
7,215
+959
| +15% | +$45.3K | 0.02% | 597 |
|
2022
Q1 | $310K | Sell |
6,256
-111
| -2% | -$5.5K | 0.02% | 662 |
|
2021
Q4 | $308K | Sell |
6,367
-478
| -7% | -$23.1K | 0.02% | 658 |
|
2021
Q3 | $303K | Buy |
6,845
+160
| +2% | +$7.08K | 0.02% | 646 |
|
2021
Q2 | $296K | Buy |
6,685
+244
| +4% | +$10.8K | 0.02% | 654 |
|
2021
Q1 | $279K | Buy |
6,441
+403
| +7% | +$17.5K | 0.02% | 659 |
|
2020
Q4 | $246K | Sell |
6,038
-283
| -4% | -$11.5K | 0.02% | 640 |
|
2020
Q3 | $258K | Buy |
6,321
+333
| +6% | +$13.6K | 0.02% | 568 |
|
2020
Q2 | $228K | Buy |
5,988
+218
| +4% | +$8.3K | 0.02% | 598 |
|
2020
Q1 | $222K | Sell |
5,770
-164
| -3% | -$6.31K | 0.03% | 518 |
|
2019
Q4 | $251K | Sell |
5,934
-580
| -9% | -$24.5K | 0.03% | 544 |
|
2019
Q3 | $276K | Buy |
6,514
+818
| +14% | +$34.7K | 0.03% | 502 |
|
2019
Q2 | $225K | Sell |
5,696
-40
| -0.7% | -$1.58K | 0.03% | 568 |
|
2019
Q1 | $212K | Buy |
+5,736
| New | +$212K | 0.03% | 579 |
|