Focused Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$447 | – | 472 |
|
|
2023
Q4 | $447 | Hold |
8
| – | – | ﹤0.01% | 913 |
|
|
2023
Q3 | $451 | Hold |
8
| – | – | ﹤0.01% | 922 |
|
|
2023
Q2 | $454 | Hold |
8
| – | – | ﹤0.01% | 958 |
|
|
2023
Q1 | $414 | Hold |
8
| – | – | ﹤0.01% | 950 |
|
|
2022
Q4 | $390 | Hold |
8
| – | – | ﹤0.01% | 973 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 994 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 983 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q2 | $0 | Sell |
8
-2,123
| -100% | -$114K | ﹤0.01% | 969 |
|
|
2021
Q1 | $113K | Hold |
2,131
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $114K | Sell |
2,131
-1,129
| -35% | -$58.1K | 0.02% | 235 |
|
|
2020
Q3 | $157K | Buy |
3,260
+9
| +0.3% | +$410 | 0.03% | 165 |
|
|
2020
Q2 | $139K | Hold |
3,251
| – | – | 0.03% | 173 |
|
|
2020
Q1 | $113K | Hold |
3,251
| – | – | 0.03% | 178 |
|
|
2019
Q4 | $157K | Buy |
3,251
+3,013
| +1,266% | +$136K | 0.04% | 189 |
|
|
2019
Q3 | $10K | Hold |
238
| – | – | ﹤0.01% | 486 |
|
|
2019
Q2 | $12K | Buy |
238
+159
| +201% | +$8.26K | ﹤0.01% | 491 |
|
|
2019
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 568 |
|
|
2018
Q4 | $3K | Buy |
+79
| New | +$3.71K | ﹤0.01% | 583 |
|
|
2018
Q3 | – | Sell |
-79
| Closed | -$4K | – | 681 |
|
|
2018
Q2 | $4K | Buy |
+79
| New | +$3.77K | ﹤0.01% | 533 |
|
|
2017
Q1 | – | Sell |
-5
| Closed | – | – | 706 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 706 |
|
|
2016
Q3 | $0 | Buy |
+5
| New | +$160 | ﹤0.01% | 675 |
|
Other funds holding FTV
