United Capital Financial Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $10.2M | Buy |
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|
2018
Q1 | $9.94M | Buy |
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|
2017
Q4 | $10.6M | Buy |
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|
2017
Q3 | $10.2M | Sell |
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|
2017
Q2 | $13.2M | Buy |
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|
2017
Q1 | $9.21M | Buy |
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|
2016
Q4 | $7.83M | Buy |
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