Prospera Financial Services’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,128
| Closed | -$379K | – | 1192 |
|
2024
Q4 | $379K | Buy |
9,128
+204
| +2% | +$8.48K | 0.01% | 832 |
|
2024
Q3 | $405K | Buy |
8,924
+209
| +2% | +$9.5K | 0.01% | 795 |
|
2024
Q2 | $338K | Buy |
8,715
+152
| +2% | +$5.9K | 0.01% | 868 |
|
2024
Q1 | $338K | Buy |
8,563
+1,682
| +24% | +$66.5K | 0.01% | 856 |
|
2023
Q4 | $283K | Buy |
+6,881
| New | +$283K | 0.01% | 876 |
|
2022
Q2 | – | Sell |
-139
| Closed | -$7K | – | 1978 |
|
2022
Q1 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 2160 |
|