Elevation Wealth Partners’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 | – | Sell |
-540
| Closed | -$4.08K | – | 494 |
|
|
2025
Q1 | $4.08K | Sell |
540
-100
| -16% | -$755 | ﹤0.01% | 421 |
|
|
2024
Q4 | $11.9K | Hold |
640
| – | – | 0.01% | 357 |
|
|
2024
Q3 | $12.8K | Sell |
640
-120
| -16% | -$2.4K | 0.01% | 337 |
|
|
2024
Q2 | $17.7K | Hold |
760
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $30.5K | Hold |
760
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $21.7K | Buy |
+760
| New | +$21.7K | 0.01% | 277 |
|