Golden State 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
Q2 | $43.6K | Hold |
914
| – | – | 0.01% | 679 |
|
|
2025
Q1 | $41.7K | Hold |
914
| – | – | 0.01% | 631 |
|
|
2024
Q4 | $38K | Buy |
+914
| New | +$38K | 0.01% | 630 |
|
|
2020
Q2 | – | Sell |
-143
| Closed | -$6K | – | 435 |
|
|
2020
Q1 | $6K | Buy |
+143
| New | +$6K | ﹤0.01% | 704 |
|
|
2019
Q3 | – | Sell |
-55
| Closed | -$2K | – | 1071 |
|
|
2019
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 974 |
|
|
2019
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1021 |
|