CIBC Private Wealth Group’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Sell |
363
-50
| -12% | -$2.39K | ﹤0.01% | 2072 |
|
|
2025
Q1 | $18.4K | Sell |
413
-5,529
| -93% | -$246K | ﹤0.01% | 2023 |
|
|
2024
Q4 | $249K | Buy |
+5,942
| New | +$249K | ﹤0.01% | 1076 |
|
|
2024
Q3 | – | Sell |
-924
| Closed | -$36.2K | – | 3178 |
|
|
2024
Q2 | $36.2K | Buy |
924
+24
| +3% | +$942 | ﹤0.01% | 1797 |
|
|
2024
Q1 | $35.4K | Buy |
+900
| New | +$35.4K | ﹤0.01% | 1811 |
|
|
2022
Q1 | – | Sell |
-11,000
| Closed | -$531K | – | 1282 |
|
|
2021
Q4 | $531K | Buy |
+11,000
| New | +$531K | ﹤0.01% | 762 |
|
|
2019
Q4 | – | Sell |
-10,513
| Closed | -$445K | – | 908 |
|
|
2019
Q3 | $445K | Hold |
10,513
| – | – | ﹤0.01% | 704 |
|
|
2019
Q2 | $415K | Sell |
10,513
-7
| -0.1% | -$276 | ﹤0.01% | 750 |
|
|
2019
Q1 | $389K | Hold |
10,520
| – | – | ﹤0.01% | 770 |
|
|
2018
Q4 | $351K | Hold |
10,520
| – | – | ﹤0.01% | 748 |
|
|
2018
Q3 | $341K | Buy |
10,520
+1
| +0% | +$32 | ﹤0.01% | 843 |
|
|
2018
Q2 | $335K | Hold |
10,519
| – | – | ﹤0.01% | 843 |
|
|
2018
Q1 | $355K | Hold |
10,519
| – | – | ﹤0.01% | 837 |
|
|
2017
Q4 | $386K | Hold |
10,519
| – | – | ﹤0.01% | 829 |
|
|
2017
Q3 | $376K | Buy |
+10,519
| New | +$376K | ﹤0.01% | 816 |
|