Icon Wealth Partners’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $127K | Buy |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | $124K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $201K | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $243K | Buy |
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|
2017
Q4 | $261K | Buy |
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