Concord Wealth 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 | $14.3K | Hold |
300
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $13.7K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $12.5K | Hold |
300
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $13.6K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2024
Q2 | $11.7K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $11.9K | Hold |
300
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $12.3K | Hold |
300
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $11.4K | Hold |
300
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $12.9K | Hold |
300
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $12.8K | Hold |
300
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 611 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$14K | – | 520 |
|
|
2022
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 712 |
|
|
2021
Q3 | $13K | Hold |
300
| – | – | 0.01% | 436 |
|
|
2021
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $12K | Buy |
+300
| New | +$12K | 0.01% | 354 |
|