B. Riley Wealth Advisors’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,048
Closed -$239K 1194
2024
Q3
$239K Buy
3,048
+55
+2% +$4.31K 0.01% 1064
2024
Q2
$222K Sell
2,993
-635
-18% -$47.1K 0.01% 1178
2024
Q1
$269K Buy
3,628
+557
+18% +$41.3K 0.01% 1097
2023
Q4
$226K Sell
3,071
-557
-15% -$41K 0.01% 1195
2023
Q3
$269K Sell
3,628
-163
-4% -$12.1K 0.01% 1097
2023
Q2
$284K Buy
3,791
+87
+2% +$6.51K 0.01% 1153
2023
Q1
$253K Sell
3,704
-381
-9% -$26K 0.01% 1157
2022
Q4
$262K Buy
+4,085
New +$262K 0.01% 1106
2022
Q1
Sell
-10,910
Closed -$833K 1433
2021
Q4
$833K Sell
10,910
-352
-3% -$26.9K 0.02% 589
2021
Q3
$795K Buy
11,262
+5,585
+98% +$394K 0.03% 596
2021
Q2
$397K Buy
5,677
+1,042
+22% +$72.9K 0.01% 888
2021
Q1
$328K Sell
4,635
-3,750
-45% -$265K 0.01% 949
2020
Q4
$594K Sell
8,385
-2,337
-22% -$166K 0.03% 481
2020
Q3
$676K Buy
10,722
+733
+7% +$46.2K 0.04% 425
2020
Q2
$566K Sell
9,989
-3,719
-27% -$211K 0.04% 412
2020
Q1
$633K Buy
13,708
+773
+6% +$35.7K 0.05% 331
2019
Q4
$827K Buy
12,935
+7,207
+126% +$461K 0.07% 272
2019
Q3
$329K Buy
+5,728
New +$329K 0.03% 556