CWM
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Copia Wealth Management’s Fortive FTV Stock Holding History

Copia Wealth Management’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.65K Sell
70
-70
-50% -$3.65K ﹤0.01% 362
2025
Q1 		$10.2K Hold
140
– – 0.01% 275
2024
Q4 		$10.5K Buy
+140
New +$10.5K 0.01% 257