EverSource Wealth Advisors’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
2025
Q1
$53.3K Buy
2024
Q4
$39.1K Buy
2024
Q3
$42K Buy
2024
Q2
$32.7K Buy
2024
Q1
$26.2K Buy
2023
Q4
$12.3K Buy
2023
Q3
$6.53K Hold
2023
Q2
$7.41K Hold
2023
Q1
$7.32K Hold
2022
Q4
$6.89K Buy
2022
Q2
Sell
2022
Q1
$3K Hold
2021
Q4
$3K Buy