West Family Investments’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
+5,219
| New | +$249K | 0.07% | 296 |
|
|
2023
Q3 | – | Sell |
-7,096
| Closed | -$306K | – | 237 |
|
|
2023
Q2 | $306K | Buy |
+7,096
| New | +$306K | 0.12% | 155 |
|
|
2022
Q3 | – | Sell |
-5,945
| Closed | -$281K | – | 231 |
|
|
2022
Q2 | $281K | Buy |
5,945
+341
| +6% | +$16.1K | 0.11% | 171 |
|
|
2022
Q1 | $277K | Sell |
5,604
-234
| -4% | -$11.6K | 0.08% | 204 |
|
|
2021
Q4 | $282K | Sell |
5,838
-2,131
| -27% | -$103K | 0.08% | 217 |
|
|
2021
Q3 | $353K | Buy |
7,969
+955
| +14% | +$42.3K | 0.09% | 189 |
|
|
2021
Q2 | $310K | Buy |
+7,014
| New | +$310K | 0.08% | 218 |
|