Bartlett & Co Wealth Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49K | Hold |
94
| – | – | ﹤0.01% | 1016 |
|
|
2025
Q1 | $4.29K | Hold |
94
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q4 | $3.91K | Hold |
94
| – | – | ﹤0.01% | 997 |
|
|
2024
Q3 | $4.27K | Hold |
94
| – | – | ﹤0.01% | 987 |
|
|
2024
Q2 | $3.65K | Hold |
94
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q1 | $3.71K | Hold |
94
| – | – | ﹤0.01% | 994 |
|
|
2023
Q4 | $3.86K | Hold |
94
| – | – | ﹤0.01% | 1107 |
|
|
2023
Q3 | $3.57K | Hold |
94
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q2 | $4.05K | Hold |
94
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $4K | Hold |
94
| – | – | ﹤0.01% | 925 |
|
|
2022
Q4 | $3.76K | Hold |
94
| – | – | ﹤0.01% | 952 |
|
|
2022
Q3 | $3.57K | Hold |
94
| – | – | ﹤0.01% | 974 |
|
|
2022
Q2 | $4.44K | Hold |
94
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q1 | $4.65K | Buy |
+94
| New | +$4.65K | ﹤0.01% | 926 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$4.17K | – | 572 |
|
|
2021
Q3 | $4.17K | Sell |
94
-119
| -56% | -$5.28K | ﹤0.01% | 786 |
|
|
2021
Q2 | $9.42K | Hold |
213
| – | – | ﹤0.01% | 698 |
|
|
2021
Q1 | $9.24K | Hold |
213
| – | – | ﹤0.01% | 738 |
|
|
2020
Q4 | $8.71K | Hold |
213
| – | – | ﹤0.01% | 745 |
|
|
2020
Q3 | $8.71K | Hold |
213
| – | – | ﹤0.01% | 692 |
|
|
2020
Q2 | $8.1K | Hold |
213
| – | – | ﹤0.01% | 697 |
|
|
2020
Q1 | $8.22K | Hold |
213
| – | – | ﹤0.01% | 682 |
|
|
2019
Q4 | $8.84K | Hold |
213
| – | – | ﹤0.01% | 736 |
|
|
2019
Q3 | $9.01K | Buy |
+213
| New | +$9.01K | ﹤0.01% | 743 |
|