J.P. Morgan Private Wealth Advisors’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,815
| Closed | -$233K | – | 1966 |
|
|
2022
Q4 | $233K | Sell |
5,815
-336
| -5% | -$13.5K | ﹤0.01% | 1758 |
|
|
2022
Q3 | $234K | Hold |
6,151
| – | – | ﹤0.01% | 1752 |
|
|
2022
Q2 | $291K | Buy |
6,151
+3
| +0% | +$142 | ﹤0.01% | 1665 |
|
|
2022
Q1 | $304K | Sell |
6,148
-20
| -0.3% | -$989 | ﹤0.01% | 1745 |
|
|
2021
Q4 | $298K | Sell |
6,168
-40
| -0.6% | -$1.93K | ﹤0.01% | 1750 |
|
|
2021
Q3 | $275K | Buy |
6,208
+40
| +0.6% | +$1.77K | ﹤0.01% | 1728 |
|
|
2021
Q2 | $273K | Buy |
+6,168
| New | +$273K | ﹤0.01% | 1706 |
|