Bleakley Financial Group’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,698
| Closed | -$317K | – | 1002 |
|
2023
Q4 | $317K | Sell |
7,698
-1,566
| -17% | -$64.4K | 0.01% | 721 |
|
2023
Q3 | $352K | Buy |
9,264
+468
| +5% | +$17.8K | 0.01% | 636 |
|
2023
Q2 | $379K | Sell |
8,796
-29
| -0.3% | -$1.25K | 0.01% | 662 |
|
2023
Q1 | $375K | Buy |
8,825
+2,342
| +36% | +$99.6K | 0.01% | 648 |
|
2022
Q4 | $260K | Buy |
+6,483
| New | +$260K | 0.01% | 732 |
|