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Venturi Wealth Management’s Fortis FTS Stock Holding History

Venturi Wealth Management’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-346
Closed -$14.4K – 1049
2024
Q4 		$14.4K Buy
346
+143
+70% +$5.95K ﹤0.01% 1342
2024
Q3 		$9.23K Buy
203
+106
+109% +$4.82K ﹤0.01% 1213
2024
Q2 		$3.77K Buy
+97
New +$3.77K ﹤0.01% 1278