Baldwin Wealth Partners’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-634
| Closed | -$37.7K | – | 536 |
|
|
2024
Q3 | $37.7K | Buy |
634
+103
| +19% | +$5.67K | ﹤0.01% | 600 |
|
|
2024
Q2 | $29.6K | Hold |
531
| – | – | ﹤0.01% | 425 |
|
|
2024
Q1 | $34.4K | Hold |
531
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $29.5K | Sell |
531
-265
| -33% | -$14K | ﹤0.01% | 449 |
|
|
2023
Q3 | $44.5K | Hold |
796
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $44.9K | Hold |
796
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $40.9K | Hold |
796
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $38.5K | Buy |
+796
| New | +$38.6K | ﹤0.01% | 449 |
|
|
2022
Q1 | – | Sell |
-464
| Closed | -$27K | – | 674 |
|
|
2021
Q4 | $27K | Hold |
464
| – | – | ﹤0.01% | 416 |
|
|
2021
Q3 | $25K | Hold |
464
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $24K | Hold |
464
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $25K | Hold |
464
| – | – | ﹤0.01% | 432 |
|
|
2020
Q4 | $25K | Sell |
464
-91
| -16% | -$4.68K | ﹤0.01% | 382 |
|
|
2020
Q3 | $27K | Hold |
555
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $24K | Hold |
555
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $19K | Hold |
555
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $27K | Hold |
555
| – | – | ﹤0.01% | 380 |
|
|
2019
Q3 | $24K | Hold |
555
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $29K | Hold |
555
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $29K | Buy |
+555
| New | +$27K | ﹤0.01% | 360 |
|
|
2017
Q3 | – | Sell |
-227
| Closed | -$9K | – | 492 |
|
|
2017
Q2 | $9K | Hold |
227
| – | – | ﹤0.01% | 428 |
|
|
2017
Q1 | $9K | Buy |
227
+68
| +43% | +$2.44K | ﹤0.01% | 430 |
|
|
2016
Q4 | $5K | Hold |
159
| – | – | ﹤0.01% | 470 |
|
|
2016
Q3 | $5K | Buy |
+159
| New | +$5.1K | ﹤0.01% | 488 |
|
Other funds holding FTV
