Icon Wealth Advisors’s Fortis FTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,309	Closed	-$131K	–	461
2024 Q1	$131K	Hold	3,309	–	–	0.01%	420
2023 Q4	$136K	Buy	+3,309	New	+$136K	0.01%	375
2022 Q4	–	Sell	-3,035	Closed	-$115K	–	364
2022 Q3	$115K	Buy	+3,035	New	+$115K	0.01%	378