Cetera Investment Advisers’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
18,447
-518
| -3% | -$24.7K | ﹤0.01% | 2493 |
|
|
2025
Q1 | $864K | Buy |
18,965
+381
| +2% | +$17.4K | ﹤0.01% | 2380 |
|
|
2024
Q4 | $773K | Buy |
18,584
+1,387
| +8% | +$57.7K | ﹤0.01% | 2347 |
|
|
2024
Q3 | $781K | Sell |
17,197
-743
| -4% | -$33.8K | ﹤0.01% | 2298 |
|
|
2024
Q2 | $697K | Buy |
17,940
+446
| +3% | +$17.3K | ﹤0.01% | 2340 |
|
|
2024
Q1 | $691K | Buy |
17,494
+11,520
| +193% | +$455K | ﹤0.01% | 2358 |
|
|
2023
Q4 | $246K | Buy |
5,974
+311
| +5% | +$12.8K | ﹤0.01% | 1913 |
|
|
2023
Q3 | $215K | Buy |
5,663
+27
| +0.5% | +$1.03K | ﹤0.01% | 1937 |
|
|
2023
Q2 | $243K | Buy |
5,636
+748
| +15% | +$32.2K | ﹤0.01% | 1872 |
|
|
2023
Q1 | $208K | Buy |
+4,888
| New | +$208K | ﹤0.01% | 1930 |
|
|
2018
Q1 | – | Sell |
-5,889
| Closed | -$218K | – | 397 |
|
|
2017
Q4 | $218K | Hold |
5,889
| – | – | 0.04% | 370 |
|
|
2017
Q3 | $210K | Hold |
5,889
| – | – | 0.05% | 364 |
|
|
2017
Q2 | $205K | Buy |
+5,889
| New | +$205K | 0.05% | 357 |
|