Envestnet Portfolio Solutions’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,404
Closed -$1.01M 1640
2024
Q4
$1.01M Sell
13,404
-11,111
-45% -$833K ﹤0.01% 922
2024
Q3
$1.93M Buy
24,515
+1,227
+5% +$96.8K 0.01% 669
2024
Q2
$1.73M Sell
23,288
-4,225
-15% -$313K 0.01% 673
2024
Q1
$2.37M Buy
27,513
+3,958
+17% +$340K 0.01% 580
2023
Q4
$1.73M Buy
23,555
+1,194
+5% +$87.9K 0.01% 626
2023
Q3
$1.66M Buy
+22,361
New +$1.66M 0.01% 603