BerganKDV 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
Q2 | $103K | Hold |
1,382
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $94.2K | Hold |
1,382
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $88.8K | Hold |
1,382
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $81K | Sell |
1,382
-99
| -7% | -$5.8K | 0.01% | 316 |
|
|
2022
Q2 | $81K | Hold |
1,481
| – | – | 0.01% | 321 |
|
|
2022
Q1 | $90K | Hold |
1,481
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $113K | Buy |
1,481
+150
| +11% | +$11.4K | 0.01% | 319 |
|
|
2021
Q3 | $94K | Buy |
1,331
+100
| +8% | +$7.06K | 0.01% | 329 |
|
|
2021
Q2 | $86K | Hold |
1,231
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $87K | Hold |
1,231
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $87K | Sell |
1,231
-122
| -9% | -$8.62K | 0.01% | 289 |
|
|
2020
Q3 | $86K | Hold |
1,353
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $77K | Buy |
1,353
+1
| +0.1% | +$57 | 0.01% | 301 |
|
|
2020
Q1 | $62K | Hold |
1,352
| – | – | 0.01% | 303 |
|
|
2019
Q4 | $86K | Buy |
+1,352
| New | +$86K | 0.02% | 289 |
|