CWM
Compass Wealth Management’s Fortrea Holdings FTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-400
| Closed | -$3.02K | – | 236 |
|
|
2025
Q1 | $3.02K | Hold |
400
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $7.46K | Hold |
400
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $9.34K | Hold |
400
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $16.1K | Sell |
400
-240
| -38% | -$9.63K | ﹤0.01% | 334 |
|
|
2023
Q4 | $22.3K | Sell |
640
-396
| -38% | -$13.8K | 0.01% | 305 |
|
|
2023
Q3 | $29.6K | Buy |
+1,036
| New | +$29.6K | 0.01% | 281 |
|