Guggenheim Capital’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,818
Closed -$448K 1612
2025
Q1
$448K Sell
9,818
-7,937
-45% -$345K ﹤0.01% 1248
2024
Q4
$738K Buy
17,755
+2,300
+15% +$101K 0.01% 1069
2024
Q3
$702K Buy
15,455
+3,317
+27% +$142K 0.01% 1263
2024
Q2
$471K Buy
12,138
+3,465
+40% +$137K ﹤0.01% 1459
2024
Q1
$343K Sell
8,673
-1,259
-13% -$50.1K ﹤0.01% 1618
2023
Q4
$409K Sell
9,932
-1,123
-10% -$45.3K ﹤0.01% 1535
2023
Q3
$420K Sell
11,055
-11,054
-50% -$451K ﹤0.01% 1510
2023
Q2
$953K Buy
22,109
+8,627
+64% +$376K 0.01% 1178
2023
Q1
$573K Buy
13,482
+1,579
+13% +$64.6K ﹤0.01% 1436
2022
Q4
$476K Sell
11,903
-14,333
-55% -$562K ﹤0.01% 1511
2022
Q3
$1M Buy
+26,236
New +$1.19M 0.01% 1141
2021
Q3
Sell
-7,808
Closed -$345K 2164
2021
Q2
$345K Sell
7,808
-504
-6% -$22.7K ﹤0.01% 1969
2021
Q1
$360K Buy
8,312
+138
+2% +$5.66K ﹤0.01% 1880
2020
Q4
$334K Sell
8,174
-1,002
-11% -$41.1K ﹤0.01% 1791
2020
Q3
$375K Sell
9,176
-14,545
-61% -$581K ﹤0.01% 1557
2020
Q2
$901K Sell
23,721
-8,149
-26% -$311K 0.01% 1248
2020
Q1
$1.22M Sell
31,870
-11,773
-27% -$483K 0.01% 1009
2019
Q4
$1.81M Buy
43,643
+38,264
+711% +$1.56M 0.01% 1080
2019
Q3
$228K Sell
5,379
-1,928
-26% -$78.6K ﹤0.01% 1963
2019
Q2
$288K Sell
7,307
-7,269
-50% -$275K ﹤0.01% 1877
2019
Q1
$539K Sell
14,576
-7,616
-34% -$270K ﹤0.01% 1651
2018
Q4
$740K Sell
22,192
-2,523
-10% -$84.9K 0.01% 1504
2018
Q3
$801K Sell
24,715
-3,441
-12% -$112K 0.01% 1730
2018
Q2
$898K Sell
28,156
-31,789
-53% -$1.04M 0.01% 1664
2018
Q1
$2.02M Sell
59,945
-101,630
-63% -$3.45M 0.01% 1627
2017
Q4
$5.92M Buy
161,575
+53,078
+49% +$1.96M 0.01% 948
2017
Q3
$3.88M Buy
108,497
+80,080
+282% +$2.89M 0.01% 1210
2017
Q2
$998K Sell
28,417
-106,319
-79% -$3.54M ﹤0.01% 2084
2017
Q1
$4.47M Buy
134,736
+111,924
+491% +$3.57M 0.01% 1087
2016
Q4
$704K Buy
+22,812
New +$708K ﹤0.01% 2299

Other funds holding FTS