Moneta Group Investment Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,408
| Closed | -$236K | – | 282 |
|
|
2018
Q2 | $236K | Hold |
7,408
| – | – | 0.03% | 231 |
|
|
2018
Q1 | $250K | Hold |
7,408
| – | – | 0.03% | 173 |
|
|
2017
Q4 | $272K | Sell |
7,408
-5,000
| -40% | -$184K | 0.04% | 158 |
|
|
2017
Q3 | $444K | Hold |
12,408
| – | – | 0.07% | 134 |
|
|
2017
Q2 | $436K | Hold |
12,408
| – | – | 0.07% | 135 |
|
|
2017
Q1 | $411K | Hold |
12,408
| – | – | 0.08% | 100 |
|
|
2016
Q4 | $383K | Buy |
+12,408
| New | +$383K | 0.08% | 108 |
|