TD Private Client Wealth’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,403
| Closed | -$129K | – | 1233 |
|
|
2023
Q3 | $129K | Sell |
3,403
-172
| -5% | -$6.53K | 0.01% | 603 |
|
|
2023
Q2 | $154K | Sell |
3,575
-84
| -2% | -$3.62K | 0.01% | 595 |
|
|
2023
Q1 | $156K | Sell |
3,659
-52
| -1% | -$2.21K | 0.01% | 585 |
|
|
2022
Q4 | $149K | Hold |
3,711
| – | – | 0.01% | 577 |
|
|
2022
Q3 | $141K | Sell |
3,711
-55
| -1% | -$2.09K | 0.01% | 573 |
|
|
2022
Q2 | $178K | Sell |
3,766
-225
| -6% | -$10.6K | 0.01% | 537 |
|
|
2022
Q1 | $198K | Buy |
3,991
+24
| +0.6% | +$1.19K | 0.01% | 544 |
|
|
2021
Q4 | $192K | Sell |
3,967
-3
| -0.1% | -$145 | 0.01% | 560 |
|
|
2021
Q3 | $176K | Sell |
3,970
-167
| -4% | -$7.41K | 0.01% | 551 |
|
|
2021
Q2 | $183K | Buy |
4,137
+600
| +17% | +$26.6K | 0.01% | 536 |
|
|
2021
Q1 | $153K | Sell |
3,537
-219
| -6% | -$9.5K | 0.01% | 539 |
|
|
2020
Q4 | $153K | Sell |
3,756
-54
| -1% | -$2.2K | 0.01% | 514 |
|
|
2020
Q3 | $155K | Sell |
3,810
-1,248
| -25% | -$50.9K | 0.01% | 485 |
|
|
2020
Q2 | $192K | Sell |
5,058
-146
| -3% | -$5.54K | 0.01% | 458 |
|
|
2020
Q1 | $198K | Buy |
5,204
+257
| +5% | +$9.8K | 0.01% | 420 |
|
|
2019
Q4 | $206K | Buy |
+4,947
| New | +$206K | 0.01% | 448 |
|