Dougherty Wealth Advisers’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-618
| Closed | -$47K | – | 136 |
|
|
2021
Q4 | $47K | Hold |
618
| – | – | 0.07% | 102 |
|
|
2021
Q3 | $44K | Hold |
618
| – | – | 0.07% | 100 |
|
|
2021
Q2 | $43K | Hold |
618
| – | – | 0.06% | 102 |
|
|
2021
Q1 | $44K | Hold |
618
| – | – | 0.07% | 101 |
|
|
2020
Q4 | $44K | Sell |
618
-121
| -16% | -$8.62K | 0.07% | 108 |
|
|
2020
Q3 | $47K | Hold |
739
| – | – | 0.16% | 99 |
|
|
2020
Q2 | $42K | Hold |
739
| – | – | 0.15% | 105 |
|
|
2020
Q1 | $34K | Hold |
739
| – | – | 0.14% | 113 |
|
|
2019
Q4 | $47K | Hold |
739
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $42K | Sell |
739
-34
| -4% | -$1.93K | 0.14% | 117 |
|
|
2019
Q2 | $53K | Hold |
773
| – | – | 0.15% | 108 |
|
|
2019
Q1 | $54K | Hold |
773
| – | – | 0.18% | 99 |
|
|
2018
Q4 | $48K | Buy |
+773
| New | +$48K | 0.16% | 105 |
|