BWM
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Bernard Wealth Management’s Fortis FTS Stock Holding History

Bernard Wealth Management’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.31K Hold
195
– – ﹤0.01% 216
2025
Q1 		$8.89K Hold
195
– – ﹤0.01% 229
2024
Q4 		$8.11K Buy
+195
New +$8.11K ﹤0.01% 220