Gold Investment Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.66M | Buy |
76,702
+1,638
| +2% | +$78.2K | 1.38% | 23 |
|
2025
Q1 | $3.42M | Buy |
75,064
+4,247
| +6% | +$194K | 1.45% | 21 |
|
2024
Q4 | $2.94M | Buy |
70,817
+1,430
| +2% | +$59.4K | 1.24% | 27 |
|
2024
Q3 | $3.15M | Sell |
69,387
-550
| -0.8% | -$25K | 1.32% | 26 |
|
2024
Q2 | $2.72M | Sell |
69,937
-11,242
| -14% | -$437K | 1.15% | 29 |
|
2024
Q1 | $3.21M | Buy |
81,179
+389
| +0.5% | +$15.4K | 1.3% | 27 |
|
2023
Q4 | $3.32M | Buy |
+80,790
| New | +$3.32M | 1.42% | 21 |
|