Freedom Investment Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,236
| Closed | -$214K | – | 871 |
|
|
2020
Q4 | $214K | Sell |
5,236
-384
| -7% | -$15.7K | 0.02% | 560 |
|
|
2020
Q3 | $230K | Sell |
5,620
-728
| -11% | -$29.8K | 0.03% | 475 |
|
|
2020
Q2 | $242K | Sell |
6,348
-1,801
| -22% | -$68.7K | 0.03% | 463 |
|
|
2020
Q1 | $352K | Buy |
8,149
+2,833
| +53% | +$122K | 0.03% | 438 |
|
|
2019
Q4 | $221K | Buy |
5,316
+370
| +7% | +$15.4K | 0.02% | 599 |
|
|
2019
Q3 | $209K | Sell |
4,946
-812
| -14% | -$34.3K | 0.02% | 622 |
|
|
2019
Q2 | $227K | Sell |
5,758
-1,038
| -15% | -$40.9K | 0.02% | 596 |
|
|
2019
Q1 | $251K | Sell |
6,796
-5,462
| -45% | -$202K | 0.02% | 573 |
|
|
2018
Q4 | $409K | Sell |
12,258
-2,047
| -14% | -$68.3K | 0.03% | 477 |
|
|
2018
Q3 | $464K | Sell |
14,305
-504
| -3% | -$16.3K | 0.03% | 543 |
|
|
2018
Q2 | $472K | Buy |
14,809
+3,919
| +36% | +$125K | 0.03% | 579 |
|
|
2018
Q1 | $368K | Buy |
10,890
+1,017
| +10% | +$34.4K | 0.02% | 800 |
|
|
2017
Q4 | $362K | Buy |
+9,873
| New | +$362K | 0.02% | 794 |
|