Hedeker Wealth’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,377
| Closed | -$346K | – | 67 |
|
|
2018
Q4 | $346K | Hold |
10,377
| – | – | 0.28% | 61 |
|
|
2018
Q3 | $336K | Hold |
10,377
| – | – | 0.24% | 62 |
|
|
2018
Q2 | $330K | Hold |
10,377
| – | – | 0.25% | 62 |
|
|
2018
Q1 | $350K | Hold |
10,377
| – | – | 0.27% | 62 |
|
|
2017
Q4 | $380K | Hold |
10,377
| – | – | 0.3% | 61 |
|
|
2017
Q3 | $371K | Sell |
10,377
-11,280
| -52% | -$403K | 0.33% | 60 |
|
|
2017
Q2 | $761K | Hold |
21,657
| – | – | 0.73% | 56 |
|
|
2017
Q1 | $718K | Hold |
21,657
| – | – | 0.68% | 58 |
|
|
2016
Q4 | $669K | Buy |
+21,657
| New | +$669K | 0.55% | 59 |
|