PPSG
Princeton Portfolio Strategies Group’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,246
| Closed | -$245K | – | 151 |
|
|
2018
Q1 | $245K | Sell |
7,246
-1,502
| -17% | -$50.8K | 0.07% | 139 |
|
|
2017
Q4 | $321K | Sell |
8,748
-225
| -3% | -$8.26K | 0.09% | 133 |
|
|
2017
Q3 | $321K | Sell |
8,973
-190
| -2% | -$6.8K | 0.09% | 140 |
|
|
2017
Q2 | $322K | Sell |
9,163
-684
| -7% | -$24K | 0.09% | 135 |
|
|
2017
Q1 | $327K | Sell |
9,847
-885
| -8% | -$29.4K | 0.1% | 135 |
|
|
2016
Q4 | $331K | Buy |
+10,732
| New | +$331K | 0.1% | 124 |
|