Evercore Wealth Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-785
| Closed | -$29K | – | 512 |
|
|
2017
Q4 | $29K | Hold |
785
| – | – | ﹤0.01% | 653 |
|
|
2017
Q3 | $28K | Hold |
785
| – | – | ﹤0.01% | 646 |
|
|
2017
Q2 | $28K | Hold |
785
| – | – | ﹤0.01% | 659 |
|
|
2017
Q1 | $26K | Hold |
785
| – | – | ﹤0.01% | 714 |
|
|
2016
Q4 | $24K | Buy |
+785
| New | +$24K | ﹤0.01% | 724 |
|