Ropes Wealth Advisors’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-395
| Closed | -$28K | – | 450 |
|
|
2020
Q4 | $28K | Sell |
395
-179
| -31% | -$12.7K | ﹤0.01% | 446 |
|
|
2020
Q3 | $37K | Hold |
574
| – | – | 0.01% | 365 |
|
|
2020
Q2 | $32K | Sell |
574
-53
| -8% | -$2.96K | 0.01% | 348 |
|
|
2020
Q1 | $29K | Buy |
627
+276
| +79% | +$12.8K | 0.01% | 337 |
|
|
2019
Q4 | $22K | Hold |
351
| – | – | ﹤0.01% | 407 |
|
|
2019
Q3 | $20K | Buy |
+351
| New | +$20K | ﹤0.01% | 431 |
|
|
2018
Q4 | – | Sell |
-913
| Closed | -$64K | – | 510 |
|
|
2018
Q3 | $64K | Hold |
913
| – | – | 0.02% | 315 |
|
|
2018
Q2 | $59K | Hold |
913
| – | – | 0.02% | 336 |
|
|
2018
Q1 | $59K | Hold |
913
| – | – | 0.02% | 316 |
|
|
2017
Q4 | $55K | Sell |
913
-198
| -18% | -$11.9K | 0.01% | 338 |
|
|
2017
Q3 | $66K | Buy |
1,111
+74
| +7% | +$4.4K | 0.02% | 299 |
|
|
2017
Q2 | $55K | Buy |
1,037
+124
| +14% | +$6.58K | 0.02% | 318 |
|
|
2017
Q1 | $46K | Hold |
913
| – | – | 0.01% | 340 |
|
|
2016
Q4 | $41K | Buy |
913
+74
| +9% | +$3.32K | 0.01% | 337 |
|
|
2016
Q3 | $36K | Buy |
+839
| New | +$36K | 0.01% | 307 |
|