Chicago Partners Investment Group’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-683
| Closed | -$22K | – | 540 |
|
2018
Q3 | $22K | Hold |
683
| – | – | ﹤0.01% | 671 |
|
2018
Q2 | $22K | Hold |
683
| – | – | ﹤0.01% | 642 |
|
2018
Q1 | $23K | Hold |
683
| – | – | ﹤0.01% | 597 |
|
2017
Q4 | $25K | Sell |
683
-170
| -20% | -$6.22K | ﹤0.01% | 572 |
|
2017
Q3 | $31K | Buy |
+853
| New | +$31K | 0.01% | 523 |
|
2017
Q2 | – | Sell |
-683
| Closed | -$23K | – | 694 |
|
2017
Q1 | $23K | Hold |
683
| – | – | 0.01% | 396 |
|
2016
Q4 | $21K | Buy |
+683
| New | +$21K | 0.01% | 378 |
|