Plante Moran Financial Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-112
| Closed | -$5K | – | 879 |
|
|
2021
Q4 | $5K | Hold |
112
| – | – | ﹤0.01% | 814 |
|
|
2021
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 774 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | -$1K | – | 968 |
|
|
2017
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 827 |
|
|
2017
Q3 | – | Sell |
-198
| Closed | -$7K | – | 822 |
|
|
2017
Q2 | $7K | Sell |
198
-225
| -53% | -$7.96K | ﹤0.01% | 610 |
|
|
2017
Q1 | $14K | Hold |
423
| – | – | 0.01% | 527 |
|
|
2016
Q4 | $13K | Buy |
+423
| New | +$13K | 0.01% | 545 |
|