Gitterman Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,413
| Closed | -$251K | – | 107 |
|
|
2023
Q4 | $251K | Buy |
+3,413
| New | +$251K | 0.11% | 66 |
|
|
2023
Q2 | – | Sell |
-3,803
| Closed | -$259K | – | 91 |
|
|
2023
Q1 | $259K | Buy |
3,803
+175
| +5% | +$11.9K | 0.12% | 48 |
|
|
2022
Q4 | $233K | Sell |
3,628
-555
| -13% | -$35.7K | 0.12% | 55 |
|
|
2022
Q3 | $242K | Buy |
+4,183
| New | +$242K | 0.25% | 46 |
|