Carson Wealth (CWM LLC)’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.1K | Buy |
379
+8
| +2% | +$440 | ﹤0.01% | 4377 |
|
|
2025
Q4 | $19K | Hold |
371
| – | – | ﹤0.01% | 4201 |
|
|
2025
Q3 | $19K | Buy |
+371
| New | +$18.2K | ﹤0.01% | 4152 |
|
|
2025
Q1 | – | Sell |
-9
| Closed | – | – | 5104 |
|
|
2024
Q4 | $0 | Sell |
9
-8
| -47% | -$350 | ﹤0.01% | 4988 |
|
|
2024
Q3 | $1K | Buy |
17
+8
| +89% | +$342 | ﹤0.01% | 4585 |
|
|
2024
Q2 | $0 | Buy |
+9
| New | +$355 | ﹤0.01% | 4706 |
|
|
2024
Q1 | – | Sell |
-151
| Closed | -$6K | – | 4465 |
|
|
2023
Q4 | $6K | Buy |
151
+51
| +51% | +$2.06K | ﹤0.01% | 3418 |
|
|
2023
Q3 | $4K | Buy |
100
+1
| +1% | +$41 | ﹤0.01% | 3559 |
|
|
2023
Q2 | $4K | Buy |
+99
| New | +$4.31K | ﹤0.01% | 3524 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$2K | – | 3896 |
|
|
2022
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 3169 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$2.08K | ﹤0.01% | 3121 |
|
|
2021
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q1 | $6K | Hold |
136
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q3 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q1 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q3 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q1 | $6K | Buy |
136
+127
| +1,411% | +$4.51K | ﹤0.01% | 2292 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | +$303 | ﹤0.01% | 2145 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$2K | – | 1901 |
|
|
2018
Q2 | $2K | Buy |
+62
| New | +$2.02K | ﹤0.01% | 1373 |
|
Other funds holding FTS
VCM
SC
TWC
