Whittier Trust’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-180
| Closed | -$8K | – | 1524 |
|
|
2021
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q1 | $8K | Hold |
180
| – | – | ﹤0.01% | 1282 |
|
|
2020
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q1 | $7K | Hold |
180
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q4 | $7K | Hold |
180
| – | – | ﹤0.01% | 1185 |
|
|
2019
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 1171 |
|
|
2019
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q1 | $7K | Hold |
180
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 1075 |
|
|
2018
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q4 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 1082 |
|