Fortis Capital Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24
Closed -$9.96K 286
2023
Q1
$9.96K Buy
24
+3
+14% +$1.25K 0.01% 462
2022
Q4
$8.43K Buy
+21
New +$8.43K 0.01% 481