Beverly Hills Private Wealth’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
7,708
-663
| -8% | -$31.6K | 0.07% | 223 |
|
|
2025
Q1 | $382K | Sell |
8,371
-51
| -0.6% | -$2.33K | 0.08% | 212 |
|
|
2024
Q4 | $350K | Sell |
8,422
-781
| -8% | -$32.5K | 0.07% | 224 |
|
|
2024
Q3 | $418K | Sell |
9,203
-1,492
| -14% | -$67.8K | 0.08% | 209 |
|
|
2024
Q2 | $415K | Buy |
10,695
+2,345
| +28% | +$91.1K | 0.09% | 209 |
|
|
2024
Q1 | $330K | Buy |
8,350
+2,650
| +46% | +$105K | 0.08% | 262 |
|
|
2023
Q4 | $234K | Sell |
5,700
-1,532
| -21% | -$63K | 0.06% | 296 |
|
|
2023
Q3 | $275K | Sell |
7,232
-16,990
| -70% | -$645K | 0.08% | 239 |
|
|
2023
Q2 | $973K | Buy |
24,222
+14,815
| +157% | +$595K | 0.16% | 142 |
|
|
2023
Q1 | $400K | Buy |
9,407
+3,612
| +62% | +$154K | 0.12% | 183 |
|
|
2022
Q4 | $232K | Buy |
+5,795
| New | +$232K | 0.1% | 198 |
|