Security National Trust’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 |
-2,000
| Closed | -$73K | – | 394 |
|
|
2017
Q4 | $73K | Hold |
2,000
| – | – | 0.02% | 242 |
|
|
2017
Q3 | $72K | Hold |
2,000
| – | – | 0.02% | 245 |
|
|
2017
Q2 | $70K | Hold |
2,000
| – | – | 0.02% | 253 |
|
|
2017
Q1 | $66K | Sell |
2,000
-579
| -22% | -$19.1K | 0.02% | 255 |
|
|
2016
Q4 | $80K | Buy |
+2,579
| New | +$80K | 0.03% | 240 |
|