Fortis Advisors’s Global Industrial GIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-8,013
| Closed | -$202K | – | 341 |
|
2019
Q4 | $202K | Hold |
8,013
| – | – | 0.12% | 113 |
|
2019
Q3 | $176K | Buy |
8,013
+712
| +10% | +$15.6K | 0.08% | 140 |
|
2019
Q2 | $162K | Buy |
7,301
+233
| +3% | +$5.17K | 0.08% | 142 |
|
2019
Q1 | $160K | Hold |
7,068
| – | – | 0.08% | 134 |
|
2018
Q4 | $169K | Buy |
+7,068
| New | +$169K | 0.1% | 114 |
|