Kingswood Wealth Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,654
| Closed | -$920K | – | 838 |
|
|
2024
Q3 | $920K | Sell |
11,654
-93
| -0.8% | -$7.34K | 0.07% | 314 |
|
|
2024
Q2 | $870K | Buy |
11,747
+868
| +8% | +$64.3K | 0.08% | 263 |
|
|
2024
Q1 | $936K | Sell |
10,879
-53
| -0.5% | -$4.56K | 0.11% | 218 |
|
|
2023
Q4 | $805K | Sell |
10,932
-446
| -4% | -$32.8K | 0.09% | 240 |
|
|
2023
Q3 | $844K | Buy |
+11,378
| New | +$844K | 0.14% | 165 |
|