Laurel Wealth Advisors (North Carolina)’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,169
| Closed | -$45.4K | – | 722 |
|
|
2024
Q2 | $45.4K | Hold |
1,169
| – | – | 0.01% | 302 |
|
|
2024
Q1 | $46.2K | Hold |
1,169
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $48.1K | Hold |
1,169
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $44.4K | Sell |
1,169
-444
| -28% | -$16.9K | 0.01% | 285 |
|
|
2023
Q2 | $69.5K | Hold |
1,613
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $68.6K | Buy |
+1,613
| New | +$68.6K | 0.01% | 258 |
|