Geneos Wealth Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43
| Closed | -$1.79K | – | 3110 |
|
|
2024
Q4 | $1.79K | Buy |
+43
| New | +$1.79K | ﹤0.01% | 2642 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$24K | – | 2223 |
|
|
2022
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 1611 |
|
|
2022
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 1869 |
|
|
2021
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 2029 |
|
|
2020
Q4 | $21K | Buy |
500
+50
| +11% | +$2.1K | ﹤0.01% | 1868 |
|
|
2020
Q3 | $18K | Sell |
450
-653
| -59% | -$26.1K | ﹤0.01% | 1697 |
|
|
2020
Q2 | $40K | Hold |
1,103
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q1 | $38K | Hold |
1,103
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q4 | $45K | Hold |
1,103
| – | – | ﹤0.01% | 1312 |
|
|
2019
Q3 | $46K | Hold |
1,103
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q2 | $43K | Hold |
1,103
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q1 | $40K | Buy |
1,103
+653
| +145% | +$23.7K | ﹤0.01% | 1245 |
|
|
2018
Q4 | $14K | Buy |
+450
| New | +$14K | ﹤0.01% | 1659 |
|
|
2018
Q3 | – | Sell |
-451
| Closed | -$14K | – | 2417 |
|
|
2018
Q2 | $14K | Hold |
451
| – | – | ﹤0.01% | 1583 |
|
|
2018
Q1 | $15K | Hold |
451
| – | – | ﹤0.01% | 1503 |
|
|
2017
Q4 | $16K | Hold |
451
| – | – | ﹤0.01% | 1465 |
|
|
2017
Q3 | $16K | Hold |
451
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q2 | $15K | Hold |
451
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q1 | $14K | Sell |
451
-71
| -14% | -$2.2K | ﹤0.01% | 1364 |
|
|
2016
Q4 | $16K | Buy |
+522
| New | +$16K | ﹤0.01% | 1267 |
|