Unigestion Holding’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.74M | Sell |
38,083
-24,200
| -39% | -$1.1M | 0.1% | 122 |
|
|
2024
Q4 | $2.58M | Hold |
62,283
| – | – | 0.15% | 91 |
|
|
2024
Q3 | $2.83M | Buy |
+62,283
| New | +$2.83M | 0.14% | 85 |
|
|
2024
Q2 | – | Sell |
-50,047
| Closed | -$1.98M | – | 150 |
|
|
2024
Q1 | $1.98M | Buy |
+50,047
| New | +$1.98M | 0.1% | 88 |
|
|
2019
Q3 | – | Sell |
-8,100
| Closed | -$320K | – | 238 |
|
|
2019
Q2 | $320K | Buy |
+8,100
| New | +$320K | 0.01% | 230 |
|
|
2019
Q1 | – | Sell |
-163,900
| Closed | -$5.47M | – | 267 |
|
|
2018
Q4 | $5.47M | Sell |
163,900
-7,400
| -4% | -$247K | 0.14% | 114 |
|
|
2018
Q3 | $5.56M | Buy |
171,300
+4,000
| +2% | +$130K | 0.12% | 141 |
|
|
2018
Q2 | $5.35M | Buy |
+167,300
| New | +$5.35M | 0.11% | 152 |
|