Ropes Wealth Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$41K | – | 449 |
|
|
2020
Q4 | $41K | Hold |
1,000
| – | – | 0.01% | 408 |
|
|
2020
Q3 | $41K | Hold |
1,000
| – | – | 0.01% | 356 |
|
|
2020
Q2 | $38K | Hold |
1,000
| – | – | 0.01% | 332 |
|
|
2020
Q1 | $39K | Hold |
1,000
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $42K | Hold |
1,000
| – | – | 0.01% | 347 |
|
|
2019
Q3 | $42K | Hold |
1,000
| – | – | 0.01% | 353 |
|
|
2019
Q2 | $39K | Buy |
+1,000
| New | +$39K | 0.01% | 361 |
|
|
2018
Q1 | – | Sell |
-26
| Closed | -$1K | – | 656 |
|
|
2017
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 758 |
|