Cresset Asset Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,395
| Closed | -$336K | – | 1813 |
|
|
2024
Q3 | $336K | Buy |
7,395
+910
| +14% | +$41.4K | ﹤0.01% | 1715 |
|
|
2024
Q2 | $252K | Buy |
+6,485
| New | +$252K | ﹤0.01% | 1751 |
|
|
2019
Q2 | – | Sell |
-968
| Closed | -$36K | – | 907 |
|
|
2019
Q1 | $36K | Buy |
+968
| New | +$36K | ﹤0.01% | 878 |
|