Creative Planning’s Fortrea Holdings FTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
50,455
+40,350
| +399% | +$199K | ﹤0.01% | 3048 |
|
|
2025
Q1 | $76.3K | Buy |
10,105
+10,096
| +112,178% | +$76.2K | ﹤0.01% | 3274 |
|
|
2024
Q4 | $168 | Buy |
+9
| New | +$168 | ﹤0.01% | 3547 |
|
|
2024
Q2 | – | Sell |
-7,901
| Closed | -$317K | – | 3030 |
|
|
2024
Q1 | $317K | Sell |
7,901
-178
| -2% | -$7.15K | ﹤0.01% | 2195 |
|
|
2023
Q4 | $282K | Buy |
8,079
+68
| +0.8% | +$2.37K | ﹤0.01% | 2132 |
|
|
2023
Q3 | $229K | Buy |
+8,011
| New | +$229K | ﹤0.01% | 2134 |
|