Optimum 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
$26.1K Hold
500
0.01% 410
2025
Q1
$36.6K Hold
500
0.02% 374
2024
Q4
$37.5K Hold
500
0.02% 368
2024
Q3
$39.5K Sell
500
-100
-17% -$7.89K 0.02% 376
2024
Q2
$44.5K Hold
600
0.02% 369
2024
Q1
$51.6K Hold
600
0.02% 364
2023
Q4
$44.2K Hold
600
0.02% 367
2023
Q3
$44.5K Hold
600
0.02% 374
2023
Q2
$44.9K Hold
600
0.02% 382
2023
Q1
$40.9K Sell
600
-13
-2% -$886 0.02% 396
2022
Q4
$39.4K Hold
613
0.02% 408
2022
Q3
$36K Buy
613
+13
+2% +$763 0.02% 430
2022
Q2
$33K Hold
600
0.02% 456
2022
Q1
$37K Hold
600
0.02% 488
2021
Q4
$46K Hold
600
0.02% 478
2021
Q3
$42K Sell
600
-300
-33% -$21K 0.02% 482
2021
Q2
$63K Sell
900
-300
-25% -$21K 0.02% 454
2021
Q1
$85K Hold
1,200
0.02% 404
2020
Q4
$85K Sell
1,200
-593
-33% -$42K 0.03% 383
2020
Q3
$114K Hold
1,793
0.04% 314
2020
Q2
$101K Sell
1,793
-239
-12% -$13.5K 0.04% 323
2020
Q1
$94K Sell
2,032
-149
-7% -$6.89K 0.04% 319
2019
Q4
$139K Hold
2,181
0.04% 330
2019
Q3
$125K Hold
2,181
0.04% 334
2019
Q2
$149K Sell
2,181
-239
-10% -$16.3K 0.05% 312
2019
Q1
$170K Hold
2,420
0.06% 292
2018
Q4
$137K Sell
2,420
-239
-9% -$13.5K 0.05% 317
2018
Q3
$187K Hold
2,659
0.05% 313
2018
Q2
$172K Hold
2,659
0.05% 317
2018
Q1
$172K Buy
+2,659
New +$172K 0.05% 312
2017
Q3
Sell
-4,093
Closed -$217K 300
2017
Q2
$217K Hold
4,093
0.08% 266
2017
Q1
$206K Sell
4,093
-1,763
-30% -$88.7K 0.07% 270
2016
Q4
$263K Sell
5,856
-818
-12% -$36.7K 0.1% 229
2016
Q3
$284K Buy
+6,674
New +$284K 0.11% 224