Tradition Wealth Management’s Fortis FTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,936	Closed	-$80K	–	683
2023 Q4	$80K	Sell	1,936 -18	-0.9%	-$744	0.01%	520
2023 Q3	$74K	Sell	1,954 -44	-2%	-$1.67K	0.01%	511
2023 Q2	$86K	Sell	1,998 -250	-11%	-$10.8K	0.01%	486
2023 Q1	$96K	Buy	+2,248	New	+$96K	0.01%	454