Gideon Capital Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,869
| Closed | -$439K | – | 79 |
|
|
2019
Q4 | $439K | Buy |
6,869
+2,761
| +67% | +$176K | 0.15% | 185 |
|
|
2019
Q3 | $236K | Buy |
+4,108
| New | +$236K | 0.08% | 263 |
|
|
2019
Q2 | – | Sell |
-5,074
| Closed | -$356K | – | 330 |
|
|
2019
Q1 | $356K | Buy |
+5,074
| New | +$356K | 0.13% | 247 |
|
|
2018
Q4 | – | Sell |
-3,050
| Closed | -$215K | – | 420 |
|
|
2018
Q3 | $215K | Buy |
+3,050
| New | +$215K | 0.1% | 305 |
|
|
2018
Q1 | – | Sell |
-5,546
| Closed | -$336K | – | 387 |
|
|
2017
Q4 | $336K | Buy |
+5,546
| New | +$336K | 0.3% | 123 |
|