Carroll Financial Associates’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14
| Closed | – | – | 1588 |
|
|
2019
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1615 |
|
|
2018
Q1 | – | Sell |
-2,706
| Closed | -$99K | – | 1276 |
|
|
2017
Q4 | $99K | Hold |
2,706
| – | – | 0.01% | 376 |
|
|
2017
Q3 | $97K | Hold |
2,706
| – | – | 0.01% | 379 |
|
|
2017
Q2 | $94K | Hold |
2,706
| – | – | 0.01% | 388 |
|
|
2017
Q1 | $89K | Buy |
+2,706
| New | +$89K | 0.01% | 379 |
|