Compass Wealth Management’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,979
Closed -$145K 237
2025
Q1
$145K Hold
1,979
0.04% 167
2024
Q4
$148K Hold
1,979
0.04% 165
2024
Q3
$156K Hold
1,979
0.04% 168
2024
Q2
$147K Hold
1,979
0.04% 172
2024
Q1
$170K Hold
1,979
0.04% 167
2023
Q4
$146K Hold
1,979
0.04% 168
2023
Q3
$147K Hold
1,979
0.05% 162
2023
Q2
$148K Hold
1,979
0.04% 163
2023
Q1
$135K Hold
1,979
0.04% 170
2022
Q4
$127K Buy
+1,979
New +$127K 0.04% 169