TA
Tiedemann Advisors’s Fortis FTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-135,215
| Closed | -$5.52M | – | 332 |
|
|
2020
Q3 | $5.52M | Sell |
135,215
-1,030
| -0.8% | -$42.1K | 0.27% | 56 |
|
|
2020
Q2 | $5.19M | Buy |
136,245
+95,030
| +231% | +$3.62M | 0.28% | 59 |
|
|
2020
Q1 | $1.59M | Sell |
41,215
-197,030
| -83% | -$7.6M | 0.1% | 117 |
|
|
2019
Q4 | $9.89M | Buy |
238,245
+9,355
| +4% | +$388K | 0.47% | 45 |
|
|
2019
Q3 | $9.69M | Buy |
228,890
+7,070
| +3% | +$299K | 0.47% | 44 |
|
|
2019
Q2 | $8.76M | Sell |
221,820
-16,220
| -7% | -$640K | 0.44% | 43 |
|
|
2019
Q1 | $8.81M | Sell |
238,040
-1,200
| -0.5% | -$44.4K | 0.41% | 48 |
|
|
2018
Q4 | $7.98M | Buy |
239,240
+3,300
| +1% | +$110K | 0.41% | 49 |
|
|
2018
Q3 | $7.65M | Buy |
235,940
+2,300
| +1% | +$74.6K | 0.45% | 50 |
|
|
2018
Q2 | $7.45M | Buy |
233,640
+32,800
| +16% | +$1.05M | 0.48% | 49 |
|
|
2018
Q1 | $6.78M | Buy |
200,840
+128,290
| +177% | +$4.33M | 0.46% | 45 |
|
|
2017
Q4 | $2.66M | Buy |
72,550
+54,030
| +292% | +$1.98M | 0.2% | 68 |
|
|
2017
Q3 | $662K | Buy |
18,520
+1,300
| +8% | +$46.5K | 0.06% | 183 |
|
|
2017
Q2 | $605K | Sell |
17,220
-2,380
| -12% | -$83.6K | 0.04% | 291 |
|
|
2017
Q1 | $650K | Buy |
+19,600
| New | +$650K | 0.05% | 233 |
|