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 |
|