Keyvantage Wealth’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$993K Hold
20,814
0.45% 29
2025
Q1
$949K Sell
20,814
-2,202
-10% -$100K 0.46% 33
2024
Q4
$957K Buy
+23,016
New +$957K 0.68% 31