Evergreen Capital Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
6,639
-225
| -3% | -$10.7K | 0.01% | 771 |
|
|
2025
Q1 | $313K | Buy |
6,864
+708
| +12% | +$32.3K | 0.01% | 728 |
|
|
2024
Q4 | $256K | Buy |
+6,156
| New | +$256K | 0.01% | 821 |
|
|
2024
Q2 | – | Sell |
-5,553
| Closed | -$219K | – | 967 |
|
|
2024
Q1 | $219K | Sell |
5,553
-2,071
| -27% | -$81.8K | 0.01% | 759 |
|
|
2023
Q4 | $314K | Buy |
7,624
+657
| +9% | +$27K | 0.01% | 573 |
|
|
2023
Q3 | $265K | Buy |
6,967
+151
| +2% | +$5.74K | 0.01% | 604 |
|
|
2023
Q2 | $294K | Buy |
+6,816
| New | +$294K | 0.01% | 564 |
|
|
2023
Q1 | – | Sell |
-5,071
| Closed | -$203K | – | 734 |
|
|
2022
Q4 | $203K | Buy |
+5,071
| New | +$203K | 0.01% | 609 |
|
|
2022
Q3 | – | Sell |
-5,045
| Closed | -$238K | – | 623 |
|
|
2022
Q2 | $238K | Buy |
+5,045
| New | +$238K | 0.01% | 478 |
|