Bartlett & Co’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q1 | $4K | Hold |
94
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 941 |
|
|
2022
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 950 |
|
|
2022
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q1 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 910 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$4K | – | 572 |
|
|
2021
Q3 | $4K | Sell |
94
-119
| -56% | -$5.06K | ﹤0.01% | 790 |
|
|
2021
Q2 | $9K | Hold |
213
| – | – | ﹤0.01% | 699 |
|
|
2021
Q1 | $9K | Hold |
213
| – | – | ﹤0.01% | 739 |
|
|
2020
Q4 | $9K | Hold |
213
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $9K | Hold |
213
| – | – | ﹤0.01% | 684 |
|
|
2020
Q2 | $8K | Hold |
213
| – | – | ﹤0.01% | 696 |
|
|
2020
Q1 | $8K | Buy |
+213
| New | +$8K | ﹤0.01% | 679 |
|
|
2019
Q3 | $9K | Buy |
+213
| New | +$9K | ﹤0.01% | 741 |
|