Heritage Wealth Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-160
| Closed | -$12K | – | 543 |
|
|
2021
Q4 | $12K | Hold |
160
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $11.3K | Hold |
160
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $11.2K | Hold |
160
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $11.3K | Hold |
160
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $11K | Sell |
160
-31
| -16% | -$2.13K | ﹤0.01% | 446 |
|
|
2020
Q3 | $12.2K | Hold |
191
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $10.8K | Hold |
191
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $8.83K | Sell |
191
-29
| -13% | -$1.34K | ﹤0.01% | 377 |
|
|
2019
Q4 | $14.1K | Buy |
220
+29
| +15% | +$1.85K | ﹤0.01% | 403 |
|
|
2019
Q3 | $10K | Hold |
191
| – | – | ﹤0.01% | 390 |
|
|
2019
Q2 | $13K | Sell |
191
-171
| -47% | -$11.7K | ﹤0.01% | 374 |
|
|
2019
Q1 | $25.4K | Hold |
362
| – | – | ﹤0.01% | 281 |
|
|
2018
Q4 | $20K | Sell |
362
-17
| -4% | -$939 | ﹤0.01% | 263 |
|
|
2018
Q3 | $26K | Buy |
+379
| New | +$26K | 0.01% | 248 |
|