Mascoma Wealth Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34K | Hold |
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|
2025
Q1 | $4.15K | Hold |
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|
2024
Q4 | $3.78K | Hold |
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|
2024
Q3 | $4.13K | Hold |
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|
2024
Q2 | $3.53K | Hold |
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|
2024
Q1 | $3.6K | Hold |
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|
2023
Q4 | $3.74K | Hold |
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|
2023
Q3 | $3.46K | Hold |
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|
2023
Q2 | $3.65K | Sell |
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|
2023
Q1 | $5.84K | Hold |
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|
2022
Q4 | $5.33K | Sell |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $15K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Buy |
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