Cornerstone Planning Group’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.14K Buy
82
+27
+49% +$1.36K ﹤0.01% 770
2025
Q1
$2.66K Hold
55
﹤0.01% 909
2024
Q4
$2.39K Buy
55
+18
+49% +$781 ﹤0.01% 747
2024
Q3
$1.6K Buy
37
+6
+19% +$260 ﹤0.01% 830
2024
Q2
$1.3K Buy
31
+7
+29% +$293 ﹤0.01% 887
2024
Q1
$958 Buy
+24
New +$958 ﹤0.01% 791