Schubert & Co’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$2K | – | 599 |
|
|
2023
Q1 | $2K | Buy |
47
+5
| +12% | +$213 | ﹤0.01% | 917 |
|
|
2022
Q4 | $1.68K | Buy |
+42
| New | +$1.68K | ﹤0.01% | 957 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$2K | – | 1442 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 775 |
|