Stonebridge Financial Planning Group’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-338
| Closed | -$15K | – | 430 |
|
|
2021
Q1 | $15K | Hold |
338
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $14K | Hold |
338
| – | – | 0.01% | 302 |
|
|
2020
Q3 | $14K | Hold |
338
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $13K | Hold |
338
| – | – | 0.01% | 286 |
|
|
2020
Q1 | $13K | Hold |
338
| – | – | 0.01% | 282 |
|
|
2019
Q4 | $14K | Buy |
+338
| New | +$14K | 0.01% | 265 |
|