Clearstead Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
11,455
+701
| +7% | +$36.5K | 0.01% | 563 |
|
|
2025
Q1 | $787K | Buy |
10,754
+92
| +0.9% | +$6.73K | 0.01% | 464 |
|
|
2024
Q4 | $800K | Sell |
10,662
-250
| -2% | -$18.8K | 0.01% | 463 |
|
|
2024
Q3 | $861K | Buy |
10,912
+156
| +1% | +$12.3K | 0.01% | 445 |
|
|
2024
Q2 | $797K | Buy |
10,756
+7,807
| +265% | +$579K | 0.01% | 440 |
|
|
2024
Q1 | $227K | Buy |
2,949
+1
| +0% | +$77 | 0.01% | 448 |
|
|
2023
Q4 | $217K | Sell |
2,948
-3,717
| -56% | -$274K | 0.01% | 443 |
|
|
2023
Q3 | $494K | Buy |
6,665
+4,116
| +161% | +$305K | 0.01% | 411 |
|
|
2023
Q2 | $191K | Sell |
2,549
-42
| -2% | -$3.14K | 0.01% | 437 |
|
|
2023
Q1 | $177K | Buy |
2,591
+777
| +43% | +$53K | 0.01% | 413 |
|
|
2022
Q4 | $117K | Sell |
1,814
-178
| -9% | -$11.4K | 0.01% | 472 |
|
|
2022
Q3 | $116K | Sell |
1,992
-2,012
| -50% | -$117K | 0.01% | 449 |
|
|
2022
Q2 | $218K | Sell |
4,004
-692
| -15% | -$37.7K | 0.02% | 359 |
|
|
2022
Q1 | $286K | Buy |
4,696
+358
| +8% | +$21.8K | 0.02% | 353 |
|
|
2021
Q4 | $331K | Buy |
4,338
+1,341
| +45% | +$102K | 0.02% | 313 |
|
|
2021
Q3 | $212K | Buy |
2,997
+893
| +42% | +$63.2K | 0.02% | 360 |
|
|
2021
Q2 | $147K | Sell |
2,104
-110
| -5% | -$7.69K | 0.01% | 384 |
|
|
2021
Q1 | $156K | Sell |
2,214
-171
| -7% | -$12K | 0.01% | 363 |
|
|
2020
Q4 | $169K | Buy |
2,385
+406
| +21% | +$28.8K | 0.02% | 341 |
|
|
2020
Q3 | $126K | Hold |
1,979
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $112K | Sell |
1,979
-174
| -8% | -$9.85K | 0.01% | 338 |
|
|
2020
Q1 | $99K | Sell |
2,153
-1,724
| -44% | -$79.3K | 0.01% | 326 |
|
|
2019
Q4 | $248K | Buy |
+3,877
| New | +$248K | 0.03% | 245 |
|
|
2018
Q4 | – | Sell |
-3,162
| Closed | -$223K | – | 249 |
|
|
2018
Q3 | $223K | Hold |
3,162
| – | – | 0.03% | 212 |
|
|
2018
Q2 | $204K | Buy |
+3,162
| New | +$204K | 0.03% | 217 |
|
|
2017
Q2 | – | Sell |
-5,848
| Closed | -$295K | – | 238 |
|
|
2017
Q1 | $295K | Buy |
5,848
+476
| +9% | +$24K | 0.04% | 180 |
|
|
2016
Q4 | $241K | Buy |
+5,372
| New | +$241K | 0.04% | 188 |
|