Beverly Hills Private Wealth’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Sell |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $232K | Buy |
|