Lenox Wealth Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $15K | Buy |
412
+18
| +5% | +$655 | ﹤0.01% | 379 |
|
|
2020
Q1 | $15K | Hold |
394
| – | – | 0.01% | 347 |
|
|
2019
Q4 | $16K | Sell |
394
-58
| -13% | -$2.36K | ﹤0.01% | 381 |
|
|
2019
Q3 | $19K | Hold |
452
| – | – | 0.01% | 371 |
|
|
2019
Q2 | $17K | Hold |
452
| – | – | 0.01% | 366 |
|
|
2019
Q1 | $17K | Buy |
452
+3
| +0.7% | +$113 | 0.01% | 378 |
|
|
2018
Q4 | $15K | Buy |
449
+271
| +152% | +$9.05K | 0.01% | 336 |
|
|
2018
Q3 | $6K | Sell |
178
-1,992
| -92% | -$67.1K | ﹤0.01% | 476 |
|
|
2018
Q2 | $69K | Buy |
2,170
+713
| +49% | +$22.7K | 0.02% | 200 |
|
|
2018
Q1 | $49K | Buy |
1,457
+484
| +50% | +$16.3K | 0.02% | 215 |
|
|
2017
Q4 | $36K | Sell |
973
-354
| -27% | -$13.1K | 0.01% | 247 |
|
|
2017
Q3 | $47K | Buy |
1,327
+351
| +36% | +$12.4K | 0.02% | 234 |
|
|
2017
Q2 | $34K | Buy |
+976
| New | +$34K | 0.01% | 240 |
|