EverSource Wealth Advisors’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
2,902
+1,732
| +148% | +$82.7K | 0.01% | 1034 |
|
|
2025
Q1 | $53.3K | Buy |
1,170
+230
| +24% | +$10.5K | ﹤0.01% | 1207 |
|
|
2024
Q4 | $39.1K | Buy |
940
+15
| +2% | +$624 | ﹤0.01% | 1295 |
|
|
2024
Q3 | $42K | Buy |
925
+143
| +18% | +$6.5K | ﹤0.01% | 1138 |
|
|
2024
Q2 | $32.7K | Buy |
782
+116
| +17% | +$4.85K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $26.2K | Buy |
666
+368
| +123% | +$14.5K | ﹤0.01% | 1241 |
|
|
2023
Q4 | $12.3K | Buy |
298
+126
| +73% | +$5.18K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $6.53K | Hold |
172
| – | – | ﹤0.01% | 1586 |
|
|
2023
Q2 | $7.41K | Hold |
172
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q1 | $7.32K | Hold |
172
| – | – | ﹤0.01% | 1500 |
|
|
2022
Q4 | $6.89K | Buy |
+172
| New | +$6.89K | ﹤0.01% | 1477 |
|
|
2022
Q2 | – | Sell |
-56
| Closed | -$3K | – | 1775 |
|
|
2022
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 1415 |
|
|
2021
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1421 |
|