HFR Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,244
| Closed | -$247K | – | 64 |
|
2022
Q3 | $247K | Hold |
4,244
| – | – | 0.08% | 50 |
|
2022
Q2 | $231K | Hold |
4,244
| – | – | 0.07% | 52 |
|
2022
Q1 | $259K | Sell |
4,244
-77,834
| -95% | -$4.75M | 0.07% | 54 |
|
2021
Q4 | $6.26M | Buy |
82,078
+5,167
| +7% | +$394K | 1.57% | 36 |
|
2021
Q3 | $5.43M | Buy |
76,911
+3,292
| +4% | +$232K | 1.58% | 36 |
|
2021
Q2 | $5.13M | Buy |
+73,619
| New | +$5.13M | 1.55% | 36 |
|