Benjamin F. Edwards & Company’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $232K | Buy |
5,979
+96
| +2% | +$3.73K | ﹤0.01% | 869 |
|
|
2024
Q1 | $232K | Buy |
5,883
+655
| +13% | +$25.8K | ﹤0.01% | 864 |
|
|
2023
Q4 | $215K | Buy |
5,228
+449
| +9% | +$18.5K | ﹤0.01% | 862 |
|
|
2023
Q3 | $182K | Sell |
4,779
-293
| -6% | -$11.2K | 0.01% | 758 |
|
|
2023
Q2 | $219K | Buy |
5,072
+204
| +4% | +$8.81K | 0.01% | 706 |
|
|
2023
Q1 | $207K | Buy |
4,868
+3,683
| +311% | +$157K | 0.01% | 705 |
|
|
2022
Q4 | $47K | Buy |
+1,185
| New | +$47K | ﹤0.01% | 1090 |
|
|
2022
Q3 | – | Sell |
-950
| Closed | -$45K | – | 1850 |
|
|
2022
Q2 | $45K | Buy |
+950
| New | +$45K | ﹤0.01% | 1064 |
|
|
2020
Q4 | – | Sell |
-1,251
| Closed | -$51K | – | 1649 |
|
|
2020
Q3 | $51K | Buy |
+1,251
| New | +$51K | ﹤0.01% | 891 |
|
|
2018
Q2 | – | Sell |
-7,000
| Closed | -$236K | – | 1613 |
|
|
2018
Q1 | $236K | Buy |
7,000
+4,209
| +151% | +$142K | 0.02% | 459 |
|
|
2017
Q4 | $103K | Buy |
+2,791
| New | +$103K | 0.01% | 640 |
|