Wealthspire Advisors (New York)’s Fortis FTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-12,464
Closed -$541K 489
2021
Q1
$541K Buy
12,464
+2,241
+22% +$97.3K 0.01% 374
2020
Q4
$418K Buy
+10,223
New +$418K 0.01% 340