Mitchell & Pahl Private 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 | $838K | Buy |
17,564
+783
| +5% | +$37.4K | 0.37% | 98 |
|
|
2025
Q1 | $765K | Sell |
16,781
-495
| -3% | -$22.6K | 0.36% | 97 |
|
|
2024
Q4 | $718K | Buy |
17,276
+1,182
| +7% | +$49.1K | 0.34% | 103 |
|
|
2024
Q3 | $731K | Buy |
16,094
+1,356
| +9% | +$61.6K | 0.34% | 107 |
|
|
2024
Q2 | $572K | Buy |
14,738
+82
| +0.6% | +$3.19K | 0.3% | 112 |
|
|
2024
Q1 | $579K | Buy |
14,656
+1,401
| +11% | +$55.4K | 0.3% | 115 |
|
|
2023
Q4 | $545K | Buy |
13,255
+18
| +0.1% | +$740 | 0.31% | 115 |
|
|
2023
Q3 | $503K | Buy |
13,237
+2,144
| +19% | +$81.5K | 0.3% | 114 |
|
|
2023
Q2 | $478K | Buy |
11,093
+1,135
| +11% | +$48.9K | 0.29% | 116 |
|
|
2023
Q1 | $424K | Buy |
9,958
+361
| +4% | +$15.4K | 0.27% | 121 |
|
|
2022
Q4 | $384K | Buy |
9,597
+458
| +5% | +$18.3K | 0.25% | 125 |
|
|
2022
Q3 | $347K | Buy |
9,139
+1,007
| +12% | +$38.2K | 0.26% | 119 |
|
|
2022
Q2 | $384K | Buy |
8,132
+1,101
| +16% | +$52K | 0.27% | 118 |
|
|
2022
Q1 | $348K | Buy |
7,031
+1,601
| +29% | +$79.2K | 0.22% | 133 |
|
|
2021
Q4 | $262K | Buy |
5,430
+507
| +10% | +$24.5K | 0.17% | 141 |
|
|
2021
Q3 | $218K | Buy |
+4,923
| New | +$218K | 0.16% | 147 |
|