Partnership Wealth Management’s Vontier VNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,225
Closed -$75.1K 181
2024
Q3
$75.1K Sell
2,225
-3,168
-59% -$107K 0.05% 106
2024
Q2
$206K Sell
5,393
-2,143
-28% -$81.9K 0.15% 91
2024
Q1
$342K Sell
7,536
-946
-11% -$42.9K 0.24% 81
2023
Q4
$293K Buy
+8,482
New +$293K 0.22% 84