Baystate Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $11.9K | Buy |
161
+43
| +36% | +$3.18K | ﹤0.01% | 686 |
|
2023
Q3 | $8.8K | Buy |
118
+88
| +293% | +$6.56K | ﹤0.01% | 603 |
|
2023
Q2 | $2.29K | Hold |
30
| – | – | ﹤0.01% | 823 |
|
2023
Q1 | $2.09K | Hold |
30
| – | – | ﹤0.01% | 822 |
|
2022
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 787 |
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 742 |
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 754 |
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 750 |
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 755 |
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 678 |
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 650 |
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 589 |
|
2020
Q4 | $2K | Sell |
30
-6
| -17% | -$400 | ﹤0.01% | 563 |
|
2020
Q3 | $2K | Sell |
36
-281
| -89% | -$15.6K | ﹤0.01% | 534 |
|
2020
Q2 | $18K | Sell |
317
-9
| -3% | -$511 | ﹤0.01% | 319 |
|
2020
Q1 | $15K | Sell |
326
-36
| -10% | -$1.66K | ﹤0.01% | 325 |
|
2019
Q4 | $23K | Buy |
362
+37
| +11% | +$2.35K | ﹤0.01% | 305 |
|
2019
Q3 | $19K | Hold |
325
| – | – | ﹤0.01% | 296 |
|
2019
Q2 | $23K | Sell |
325
-90
| -22% | -$6.37K | ﹤0.01% | 291 |
|
2019
Q1 | $31K | Hold |
415
| – | – | ﹤0.01% | 268 |
|
2018
Q4 | $25K | Buy |
415
+371
| +843% | +$22.3K | ﹤0.01% | 285 |
|
2018
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 486 |
|
2018
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 502 |
|
2018
Q1 | $3K | Sell |
44
-191
| -81% | -$13K | ﹤0.01% | 468 |
|
2017
Q4 | $15K | Buy |
235
+119
| +103% | +$7.6K | ﹤0.01% | 323 |
|
2017
Q3 | $7K | Sell |
116
-119
| -51% | -$7.18K | ﹤0.01% | 378 |
|
2017
Q2 | $13K | Buy |
235
+127
| +118% | +$7.03K | ﹤0.01% | 318 |
|
2017
Q1 | $5K | Sell |
108
-991
| -90% | -$45.9K | ﹤0.01% | 391 |
|
2016
Q4 | $50K | Buy |
+1,099
| New | +$50K | 0.01% | 151 |
|