Reilly Financial Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-976
| Closed | -$36K | – | 1005 |
|
|
2017
Q4 | $36K | Sell |
976
-30
| -3% | -$1.11K | 0.01% | 373 |
|
|
2017
Q3 | $36K | Buy |
1,006
+30
| +3% | +$1.07K | 0.01% | 356 |
|
|
2017
Q2 | $34K | Hold |
976
| – | – | 0.01% | 371 |
|
|
2017
Q1 | $32K | Hold |
976
| – | – | 0.01% | 374 |
|
|
2016
Q4 | $30K | Buy |
+976
| New | +$30K | 0.01% | 365 |
|