Creative Financial Designs’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
16,569
-463
| -3% | -$22.1K | 0.06% | 250 |
|
|
2025
Q1 | $776K | Buy |
17,032
+3,647
| +27% | +$166K | 0.06% | 226 |
|
|
2024
Q4 | $556K | Buy |
13,385
+4,928
| +58% | +$205K | 0.05% | 271 |
|
|
2024
Q3 | $384K | Buy |
8,457
+3,115
| +58% | +$142K | 0.03% | 332 |
|
|
2024
Q2 | $207K | Buy |
5,342
+3,549
| +198% | +$138K | 0.02% | 421 |
|
|
2024
Q1 | $70.9K | Buy |
+1,793
| New | +$70.9K | 0.01% | 639 |
|
|
2023
Q4 | – | Hold |
0
| – | -$16 | – | 1594 |
|
|
2023
Q3 | – | Hold |
0
| – | -$18 | – | 1496 |
|
|
2023
Q2 | – | Hold |
0
| – | -$18 | – | 1465 |
|
|
2023
Q1 | – | Hold |
0
| – | -$17 | – | 1390 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1295 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1310 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1283 |
|
|
2019
Q4 | – | Sell |
-32
| Closed | -$1K | – | 575 |
|
|
2019
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 593 |
|