Cerity Partners’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
10,343
+439
| +4% | +$21K | ﹤0.01% | 1859 |
|
|
2025
Q1 | $451K | Buy |
9,904
+1,207
| +14% | +$55K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $365K | Buy |
+8,697
| New | +$365K | ﹤0.01% | 1937 |
|
|
2024
Q1 | – | Sell |
-6,167
| Closed | -$254K | – | 2304 |
|
|
2023
Q4 | $254K | Buy |
+6,167
| New | +$254K | ﹤0.01% | 1603 |
|