Northwestern Mutual Wealth Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
4,498
+133
| +3% | +$6.35K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $199K | Sell |
4,365
-198
| -4% | -$9.03K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $190K | Buy |
4,563
+206
| +5% | +$8.56K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $198K | Buy |
4,357
+268
| +7% | +$12.2K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $159K | Sell |
4,089
-1,103
| -21% | -$42.8K | ﹤0.01% | 1655 |
|
|
2024
Q1 | $205K | Buy |
+5,192
| New | +$205K | ﹤0.01% | 1549 |
|
|
2022
Q4 | – | Sell |
-163
| Closed | -$6K | – | 3371 |
|
|
2022
Q3 | $6K | Buy |
163
+88
| +117% | +$3.24K | ﹤0.01% | 2634 |
|
|
2022
Q2 | $4K | Sell |
75
-6
| -7% | -$320 | ﹤0.01% | 2772 |
|
|
2022
Q1 | $4K | Sell |
81
-342
| -81% | -$16.9K | ﹤0.01% | 2791 |
|
|
2021
Q4 | $20K | Sell |
423
-329
| -44% | -$15.6K | ﹤0.01% | 2329 |
|
|
2021
Q3 | $33K | Hold |
752
| – | – | ﹤0.01% | 2042 |
|
|
2021
Q2 | $33K | Hold |
752
| – | – | ﹤0.01% | 1992 |
|
|
2021
Q1 | $33K | Buy |
+752
| New | +$33K | ﹤0.01% | 1871 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | – | – | 2759 |
|
|
2020
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2582 |
|
|
2020
Q1 | – | Sell |
-408
| Closed | -$17K | – | 2623 |
|
|
2019
Q4 | $17K | Buy |
408
+10
| +3% | +$417 | ﹤0.01% | 1783 |
|
|
2019
Q3 | $17K | Sell |
398
-657
| -62% | -$28.1K | ﹤0.01% | 1766 |
|
|
2019
Q2 | $42K | Sell |
1,055
-129
| -11% | -$5.14K | ﹤0.01% | 1454 |
|
|
2019
Q1 | $44K | Buy |
1,184
+483
| +69% | +$17.9K | ﹤0.01% | 1405 |
|
|
2018
Q4 | $23K | Sell |
701
-61
| -8% | -$2K | ﹤0.01% | 1541 |
|
|
2018
Q3 | $25K | Sell |
762
-236
| -24% | -$7.74K | ﹤0.01% | 1563 |
|
|
2018
Q2 | $32K | Buy |
998
+283
| +40% | +$9.07K | ﹤0.01% | 1410 |
|
|
2018
Q1 | $24K | Buy |
715
+287
| +67% | +$9.63K | ﹤0.01% | 1463 |
|
|
2017
Q4 | $16K | Sell |
428
-9
| -2% | -$336 | ﹤0.01% | 1568 |
|
|
2017
Q3 | $16K | Buy |
437
+27
| +7% | +$989 | ﹤0.01% | 1529 |
|
|
2017
Q2 | $14K | Buy |
410
+2
| +0.5% | +$68 | ﹤0.01% | 1501 |
|
|
2017
Q1 | $14K | Sell |
408
-228
| -36% | -$7.82K | ﹤0.01% | 1436 |
|
|
2016
Q4 | $19K | Buy |
+636
| New | +$19K | ﹤0.01% | 1378 |
|