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Delap Wealth Advisory’s Fortive FTV Stock Holding History

Delap Wealth Advisory’s Portfolio FTV Stock Details FTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,936
Closed -$218K – 79
2024
Q2 		$218K Buy
2,936
+210
+8% +$15.6K 0.1% 105
2024
Q1 		$234K Buy
+2,726
New +$234K 0.09% 213