Mount Yale Investment Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
5,429
-20
| -0.4% | -$1.04K | 0.02% | 472 |
|
|
2025
Q1 | $399K | Sell |
5,449
-1,169
| -18% | -$85.6K | 0.03% | 372 |
|
|
2024
Q4 | $496K | Buy |
6,618
+47
| +0.7% | +$3.53K | 0.04% | 343 |
|
|
2024
Q3 | $519K | Buy |
6,571
+1,162
| +21% | +$91.7K | 0.05% | 339 |
|
|
2024
Q2 | $401K | Buy |
5,409
+48
| +0.9% | +$3.56K | 0.03% | 380 |
|
|
2024
Q1 | $461K | Sell |
5,361
-118
| -2% | -$10.2K | 0.04% | 372 |
|
|
2023
Q4 | $403K | Sell |
5,479
-81
| -1% | -$5.96K | 0.04% | 358 |
|
|
2023
Q3 | $412K | Sell |
5,560
-32
| -0.6% | -$2.37K | 0.04% | 335 |
|
|
2023
Q2 | $418K | Buy |
5,592
+374
| +7% | +$28K | 0.04% | 332 |
|
|
2023
Q1 | $356K | Buy |
5,218
+1,419
| +37% | +$96.7K | 0.04% | 347 |
|
|
2022
Q4 | $244K | Sell |
3,799
-122
| -3% | -$7.84K | 0.03% | 392 |
|
|
2022
Q3 | $229K | Buy |
+3,921
| New | +$229K | 0.03% | 396 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$2K | – | 482 |
|
|
2018
Q3 | $2K | Sell |
32
-52
| -62% | -$3.25K | ﹤0.01% | 903 |
|
|
2018
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 890 |
|
|
2018
Q1 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 883 |
|