Pinnacle Wealth Planning Services’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,577
| Closed | -$222K | – | 529 |
|
|
2024
Q1 | $222K | Sell |
2,577
-199
| -7% | -$17.1K | 0.03% | 387 |
|
|
2023
Q4 | $204K | Hold |
2,776
| – | – | 0.03% | 401 |
|
|
2023
Q3 | $206K | Buy |
2,776
+1
| +0% | +$74 | 0.03% | 358 |
|
|
2023
Q2 | $207K | Buy |
+2,775
| New | +$207K | 0.03% | 375 |
|
|
2021
Q1 | – | Sell |
-2,113
| Closed | -$150K | – | 951 |
|
|
2020
Q4 | $150K | Buy |
+2,113
| New | +$150K | 0.04% | 342 |
|
|
2020
Q1 | – | Sell |
-3,271
| Closed | -$209K | – | 247 |
|
|
2019
Q4 | $209K | Buy |
+3,271
| New | +$209K | 0.1% | 204 |
|