Global Retirement Partners’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.49K Buy
+94
New +$4.49K ﹤0.01% 2953
2024
Q4
Sell
-19
Closed -$863 3694
2024
Q3
$863 Sell
19
-321
-94% -$14.6K ﹤0.01% 3173
2024
Q2
$13.2K Buy
340
+4
+1% +$155 ﹤0.01% 2192
2024
Q1
$13.3K Buy
336
+3
+0.9% +$119 ﹤0.01% 1990
2023
Q4
$13.6K Buy
333
+4
+1% +$164 ﹤0.01% 1937
2023
Q3
$12.5K Buy
329
+310
+1,632% +$11.8K ﹤0.01% 1859
2023
Q2
$819 Hold
19
﹤0.01% 2830
2023
Q1
$843 Sell
19
-7
-27% -$311 ﹤0.01% 2780
2022
Q4
$1.04K Sell
26
-10
-28% -$400 ﹤0.01% 2579
2022
Q3
$1K Sell
36
-16
-31% -$444 ﹤0.01% 2458
2022
Q2
$2K Buy
+52
New +$2K ﹤0.01% 2197
2017
Q4
Sell
-480
Closed -$17K 1439
2017
Q3
$17K Hold
480
0.01% 691
2017
Q2
$17K Sell
480
-117
-20% -$4.14K 0.01% 643
2017
Q1
$20K Sell
597
-1,113
-65% -$37.3K 0.01% 555
2016
Q4
$53K Buy
+1,710
New +$53K 0.04% 346