FDx Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,665
| Closed | -$240K | – | 631 |
|
|
2019
Q3 | $240K | Sell |
5,665
-4,414
| -44% | -$187K | 0.02% | 548 |
|
|
2019
Q2 | $398K | Sell |
10,079
-847
| -8% | -$33.4K | 0.02% | 539 |
|
|
2019
Q1 | $404K | Buy |
10,926
+4,263
| +64% | +$158K | 0.02% | 502 |
|
|
2018
Q4 | $222K | Sell |
6,663
-4,488
| -40% | -$150K | 0.02% | 494 |
|
|
2018
Q3 | $362K | Sell |
11,151
-715
| -6% | -$23.2K | 0.01% | 628 |
|
|
2018
Q2 | $378K | Buy |
11,866
+276
| +2% | +$8.79K | 0.01% | 641 |
|
|
2018
Q1 | $391K | Buy |
11,590
+945
| +9% | +$31.9K | 0.01% | 870 |
|
|
2017
Q4 | $390K | Buy |
10,645
+616
| +6% | +$22.6K | 0.01% | 904 |
|
|
2017
Q3 | $359K | Buy |
10,029
+2,552
| +34% | +$91.4K | 0.01% | 967 |
|
|
2017
Q2 | $263K | Buy |
+7,477
| New | +$263K | 0.01% | 1032 |
|