IFP Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1K | Sell |
1,363
-1,022
| -43% | -$48.8K | ﹤0.01% | 1901 |
|
|
2025
Q1 | $109K | Buy |
2,385
+122
| +5% | +$5.56K | ﹤0.01% | 1480 |
|
|
2024
Q4 | $94.1K | Sell |
2,263
-1,375
| -38% | -$57.2K | ﹤0.01% | 1503 |
|
|
2024
Q3 | $165K | Sell |
3,638
-778
| -18% | -$35.3K | 0.01% | 1179 |
|
|
2024
Q2 | $172K | Buy |
4,416
+3,277
| +288% | +$127K | 0.01% | 1116 |
|
|
2024
Q1 | $45K | Buy |
1,139
+398
| +54% | +$15.7K | ﹤0.01% | 1633 |
|
|
2023
Q4 | $30.5K | Sell |
741
-170
| -19% | -$6.99K | ﹤0.01% | 1755 |
|
|
2023
Q3 | $34.6K | Buy |
911
+23
| +3% | +$874 | ﹤0.01% | 1708 |
|
|
2023
Q2 | $38.3K | Buy |
888
+391
| +79% | +$16.8K | ﹤0.01% | 1719 |
|
|
2023
Q1 | $16.3K | Sell |
497
-219
| -31% | -$7.16K | ﹤0.01% | 2098 |
|
|
2022
Q4 | $24K | Sell |
716
-360
| -33% | -$12.1K | ﹤0.01% | 2746 |
|
|
2022
Q3 | $36K | Buy |
1,076
+202
| +23% | +$6.76K | ﹤0.01% | 2633 |
|
|
2022
Q2 | $29K | Hold |
874
| – | – | ﹤0.01% | 2550 |
|
|
2022
Q1 | $29K | Buy |
874
+848
| +3,262% | +$28.1K | ﹤0.01% | 2550 |
|
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 2954 |
|
|
2021
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 2957 |
|
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 2857 |
|
|
2021
Q1 | $1K | Sell |
26
-6,519
| -100% | -$251K | ﹤0.01% | 2782 |
|
|
2020
Q4 | $269K | Sell |
6,545
-416
| -6% | -$17.1K | 0.01% | 697 |
|
|
2020
Q3 | $285K | Buy |
6,961
+403
| +6% | +$16.5K | 0.02% | 588 |
|
|
2020
Q2 | $245K | Buy |
6,558
+1,520
| +30% | +$56.8K | 0.02% | 594 |
|
|
2020
Q1 | $185K | Buy |
5,038
+3,521
| +232% | +$129K | 0.02% | 600 |
|
|
2019
Q4 | $63K | Buy |
1,517
+190
| +14% | +$7.89K | ﹤0.01% | 1167 |
|
|
2019
Q3 | $56K | Buy |
+1,327
| New | +$56K | ﹤0.01% | 1315 |
|
|
2019
Q1 | $27K | Sell |
703
-1,709
| -71% | -$65.6K | ﹤0.01% | 1208 |
|
|
2018
Q4 | $80K | Buy |
2,412
+1
| +0% | +$33 | ﹤0.01% | 1311 |
|
|
2018
Q3 | $78K | Buy |
2,411
+639
| +36% | +$20.7K | ﹤0.01% | 1623 |
|
|
2018
Q2 | $56K | Sell |
1,772
-41
| -2% | -$1.3K | ﹤0.01% | 1831 |
|
|
2018
Q1 | $66K | Hold |
1,813
| – | – | ﹤0.01% | 1643 |
|
|
2017
Q4 | $66K | Sell |
1,813
-18,325
| -91% | -$667K | ﹤0.01% | 1641 |
|
|
2017
Q3 | $720K | Buy |
20,138
+47
| +0.2% | +$1.68K | 0.03% | 549 |
|
|
2017
Q2 | $706K | Buy |
20,091
+5,495
| +38% | +$193K | 0.03% | 542 |
|
|
2017
Q1 | $484K | Sell |
14,596
-5
| -0% | -$166 | 0.02% | 695 |
|
|
2016
Q4 | $451K | Buy |
+14,601
| New | +$451K | 0.02% | 657 |
|
|
2016
Q2 | – | Sell |
-703
| Closed | -$27K | – | 3946 |
|
|
2016
Q1 | $27K | Buy |
+703
| New | +$27K | ﹤0.01% | 1208 |
|