Arkadios Wealth Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-414
| Closed | -$18K | – | 1014 |
|
2021
Q3 | $18K | Sell |
414
-254
| -38% | -$11K | ﹤0.01% | 1251 |
|
2021
Q2 | $29K | Buy |
668
+3
| +0.5% | +$130 | ﹤0.01% | 1132 |
|
2021
Q1 | $28K | Buy |
665
+415
| +166% | +$17.5K | ﹤0.01% | 868 |
|
2020
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 953 |
|