Pathstone Holdings’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
10,193
+305
| +3% | +$14.6K | ﹤0.01% | 1730 |
|
|
2025
Q1 | $451K | Sell |
9,888
-1,099
| -10% | -$50.1K | ﹤0.01% | 1760 |
|
|
2024
Q4 | $457K | Buy |
10,987
+271
| +3% | +$11.3K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $487K | Buy |
10,716
+403
| +4% | +$18.3K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $401K | Sell |
10,313
-596
| -5% | -$23.2K | ﹤0.01% | 1803 |
|
|
2024
Q1 | $431K | Sell |
10,909
-1,746
| -14% | -$69K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $521K | Buy |
+12,655
| New | +$521K | ﹤0.01% | 1481 |
|