Carson Wealth (CWM LLC)’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | – | – | 5097 |
|
|
2024
Q4 | $0 | Sell |
9
-8
| -47% | – | ﹤0.01% | 4985 |
|
|
2024
Q3 | $1K | Buy |
17
+8
| +89% | +$471 | ﹤0.01% | 4582 |
|
|
2024
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4703 |
|
|
2024
Q1 | – | Sell |
-151
| Closed | -$6K | – | 4459 |
|
|
2023
Q4 | $6K | Buy |
151
+51
| +51% | +$2.03K | ﹤0.01% | 3415 |
|
|
2023
Q3 | $4K | Buy |
100
+1
| +1% | +$40 | ﹤0.01% | 3556 |
|
|
2023
Q2 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 3520 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$2K | – | 3873 |
|
|
2022
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 3155 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 3109 |
|
|
2021
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2021
Q1 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2020
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2020
Q3 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2020
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2020
Q1 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2019
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2019
Q3 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2019
Q2 | $6K | Hold |
136
| – | – | ﹤0.01% | 2283 |
|
|
2019
Q1 | $6K | Buy |
136
+127
| +1,411% | +$5.6K | ﹤0.01% | 2283 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2139 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$2K | – | 1897 |
|
|
2018
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1369 |
|