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