OneDigital Investment Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-126
| Closed | -$5K | – | 741 |
|
|
2019
Q2 | $5K | Hold |
126
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 983 |
|
|
2018
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 971 |
|
|
2018
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 946 |
|
|
2018
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 1196 |
|
|
2018
Q1 | $4K | Hold |
126
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 1078 |
|
|
2017
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 879 |
|
|
2017
Q2 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 1086 |
|