Ferguson Wellman Capital Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,216
| Closed | -$507K | – | 329 |
|
|
2019
Q4 | $507K | Sell |
12,216
-241,109
| -95% | -$10M | 0.01% | 268 |
|
|
2019
Q3 | $10.7M | Buy |
253,325
+8,700
| +4% | +$368K | 0.34% | 80 |
|
|
2019
Q2 | $9.66M | Buy |
244,625
+4,820
| +2% | +$190K | 0.32% | 85 |
|
|
2019
Q1 | $8.87M | Buy |
239,805
+5,720
| +2% | +$212K | 0.3% | 89 |
|
|
2018
Q4 | $7.81M | Buy |
+234,085
| New | +$7.81M | 0.3% | 86 |
|