Silvercrest Asset Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $281K | Hold |
|
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $244K | Sell |
|
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|
2023
Q4 | $279K | Hold |
|
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $298K | Hold |
|
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $349K | Hold |
|
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $296K | Hold |
|
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|
2020
Q2 | $275K | Hold |
|
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|
2020
Q1 | $279K | Hold |
|
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $306K | Hold |
|
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|
2019
Q2 | $285K | Hold |
|
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|
2019
Q1 | $268K | Hold |
|
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|
2018
Q4 | $241K | Hold |
|
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $263K | Hold |
|
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|
2018
Q1 | $279K | Hold |
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|
2017
Q4 | $302K | Sell |
|
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|
2017
Q3 | $306K | Sell |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $429K | Buy |
|