Stratos Wealth Partners’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-440
| Closed | -$14K | – | 1438 |
|
|
2018
Q3 | $14K | Buy |
+440
| New | +$14K | ﹤0.01% | 2026 |
|
|
2018
Q2 | – | Sell |
-12,895
| Closed | -$435K | – | 1568 |
|
|
2018
Q1 | $435K | Buy |
12,895
+651
| +5% | +$22K | 0.02% | 592 |
|
|
2017
Q4 | $449K | Buy |
12,244
+2,116
| +21% | +$77.6K | 0.02% | 548 |
|
|
2017
Q3 | $362K | Buy |
10,128
+749
| +8% | +$26.8K | 0.02% | 606 |
|
|
2017
Q2 | $330K | Buy |
9,379
+1,997
| +27% | +$70.3K | 0.02% | 601 |
|
|
2017
Q1 | $245K | Buy |
+7,382
| New | +$245K | 0.01% | 650 |
|