Modera Wealth Management’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,229
| Closed | -$236K | – | 651 |
|
2025
Q1 | $236K | Sell |
3,229
-112
| -3% | -$8.2K | ﹤0.01% | 566 |
|
2024
Q4 | $251K | Buy |
3,341
+93
| +3% | +$6.98K | ﹤0.01% | 545 |
|
2024
Q3 | $256K | Sell |
3,248
-121
| -4% | -$9.55K | ﹤0.01% | 519 |
|
2024
Q2 | $250K | Buy |
3,369
+142
| +4% | +$10.5K | ﹤0.01% | 504 |
|
2024
Q1 | $278K | Sell |
3,227
-226
| -7% | -$19.4K | ﹤0.01% | 493 |
|
2023
Q4 | $254K | Sell |
3,453
-653
| -16% | -$48.1K | ﹤0.01% | 493 |
|
2023
Q3 | $305K | Buy |
4,106
+845
| +26% | +$62.7K | 0.01% | 447 |
|
2023
Q2 | $244K | Buy |
+3,261
| New | +$244K | ﹤0.01% | 495 |
|
2022
Q1 | – | Sell |
-3,643
| Closed | -$278K | – | 450 |
|
2021
Q4 | $278K | Buy |
+3,643
| New | +$278K | 0.01% | 444 |
|