Brinker Capital Investments’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$813K Buy
17,028
+3,547
+26% +$169K 0.01% 1304
2025
Q1
$614K Buy
13,481
+6,417
+91% +$293K 0.01% 1313
2024
Q4
$294K Buy
+7,064
New +$294K ﹤0.01% 1574
2022
Q3
Sell
-6,066
Closed -$287K 1344
2022
Q2
$287K Buy
6,066
+1,051
+21% +$49.7K 0.01% 1187
2022
Q1
$248K Buy
+5,015
New +$248K ﹤0.01% 1288