True Wealth Design’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19K | Buy |
25
+1
| +4% | +$48 | ﹤0.01% | 1400 |
|
|
2025
Q1 | $1.09K | Hold |
24
| – | – | ﹤0.01% | 1239 |
|
|
2024
Q4 | $998 | Buy |
24
+3
| +14% | +$125 | ﹤0.01% | 943 |
|
|
2024
Q3 | $955 | Hold |
21
| – | – | ﹤0.01% | 985 |
|
|
2024
Q2 | $816 | Buy |
21
+4
| +24% | +$155 | ﹤0.01% | 555 |
|
|
2024
Q1 | $672 | Buy |
17
+7
| +70% | +$277 | ﹤0.01% | 558 |
|
|
2023
Q4 | $412 | Buy |
10
+2
| +25% | +$82 | ﹤0.01% | 523 |
|
|
2023
Q3 | $304 | Hold |
8
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $345 | Hold |
8
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $341 | Hold |
8
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $320 | Buy |
+8
| New | +$320 | ﹤0.01% | 569 |
|