GWM
Guardian Wealth Management’s Fortrea Holdings FTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,817
| Closed | -$116K | – | 234 |
|
|
2024
Q3 | $116K | Sell |
5,817
-36
| -0.6% | -$720 | 0.08% | 78 |
|
|
2024
Q2 | $137K | Sell |
5,853
-82
| -1% | -$1.91K | 0.1% | 74 |
|
|
2024
Q1 | $238K | Buy |
5,935
+4
| +0.1% | +$161 | 0.18% | 60 |
|
|
2023
Q4 | $207K | Hold |
5,931
| – | – | 0.18% | 63 |
|
|
2023
Q3 | $170K | Buy |
+5,931
| New | +$170K | 0.16% | 71 |
|