AssetMark Inc’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44K | Hold |
114
| – | – | ﹤0.01% | 2112 |
|
|
2025
Q1 | $5.2K | Hold |
114
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q4 | $4.74K | Buy |
+114
| New | +$4.74K | ﹤0.01% | 1943 |
|
|
2018
Q4 | – | Sell |
-241
| Closed | -$8K | – | 1476 |
|
|
2018
Q3 | $8K | Hold |
241
| – | – | ﹤0.01% | 1091 |
|
|
2018
Q2 | $8K | Hold |
241
| – | – | ﹤0.01% | 1083 |
|
|
2018
Q1 | $8K | Hold |
241
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q4 | $9K | Hold |
241
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q3 | $9K | Buy |
241
+33
| +16% | +$1.23K | ﹤0.01% | 1046 |
|
|
2017
Q2 | $7K | Sell |
208
-126
| -38% | -$4.24K | ﹤0.01% | 1063 |
|
|
2017
Q1 | $11K | Buy |
334
+248
| +288% | +$8.17K | ﹤0.01% | 965 |
|
|
2016
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 1088 |
|