Phoenix Wealth 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 | – | Sell |
-3,410
| Closed | -$250K | – | 129 |
|
|
2025
Q1 | $250K | Buy |
3,410
+50
| +1% | +$3.66K | 0.11% | 108 |
|
|
2024
Q4 | $252K | Sell |
3,360
-93
| -3% | -$6.98K | 0.11% | 104 |
|
|
2024
Q3 | $273K | Sell |
3,453
-7
| -0.2% | -$553 | 0.13% | 102 |
|
|
2024
Q2 | $256K | Buy |
3,460
+43
| +1% | +$3.19K | 0.13% | 108 |
|
|
2024
Q1 | $294K | Sell |
3,417
-113
| -3% | -$9.72K | 0.18% | 95 |
|
|
2023
Q4 | $255K | Sell |
3,530
-10
| -0.3% | -$723 | 0.18% | 97 |
|
|
2023
Q3 | $263K | Buy |
3,540
+31
| +0.9% | +$2.3K | 0.15% | 97 |
|
|
2023
Q2 | $262K | Buy |
3,509
+2
| +0.1% | +$150 | 0.15% | 93 |
|
|
2023
Q1 | $239K | Hold |
3,507
| – | – | 0.15% | 96 |
|
|
2022
Q4 | $225K | Buy |
+3,507
| New | +$225K | 0.14% | 99 |
|
|
2022
Q1 | – | Sell |
-2,875
| Closed | -$219K | – | 105 |
|
|
2021
Q4 | $219K | Sell |
2,875
-544
| -16% | -$41.4K | 0.17% | 112 |
|
|
2021
Q3 | $241K | Buy |
3,419
+21
| +0.6% | +$1.48K | 0.18% | 100 |
|
|
2021
Q2 | $237K | Buy |
3,398
+308
| +10% | +$21.5K | 0.17% | 107 |
|
|
2021
Q1 | $219K | Buy |
3,090
+537
| +21% | +$38.1K | 0.17% | 108 |
|
|
2020
Q4 | $181K | Buy |
+2,553
| New | +$181K | 0.14% | 114 |
|