DWM
Dogwood Wealth Management’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
6,123
-2,640
| -30% | -$139K | 0.16% | 86 |
|
|
2025
Q1 | $641K | Buy |
8,763
+1,380
| +19% | +$101K | 0.34% | 71 |
|
|
2024
Q4 | $554K | Buy |
7,383
+768
| +12% | +$57.6K | 0.29% | 74 |
|
|
2024
Q3 | $522K | Buy |
6,615
+3,948
| +148% | +$312K | 0.3% | 60 |
|
|
2024
Q2 | $198K | Buy |
2,667
+1,429
| +115% | +$106K | 0.12% | 78 |
|
|
2024
Q1 | $107K | Buy |
1,238
+188
| +18% | +$16.2K | 0.07% | 101 |
|
|
2023
Q4 | $77.3K | Buy |
+1,050
| New | +$77.3K | 0.06% | 115 |
|