SWA
SOA Wealth Advisors’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318 | Hold |
6
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $446 | Hold |
6
| – | – | ﹤0.01% | 790 |
|
|
2024
Q4 | $456 | Hold |
6
| – | – | ﹤0.01% | 779 |
|
|
2024
Q3 | $480 | Hold |
6
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $450 | Sell |
6
-6
| -50% | -$450 | ﹤0.01% | 770 |
|
|
2024
Q1 | $1.04K | Hold |
12
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $888 | Hold |
12
| – | – | ﹤0.01% | 765 |
|
|
2023
Q3 | $894 | Hold |
12
| – | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $900 | Hold |
12
| – | – | ﹤0.01% | 790 |
|
|
2023
Q1 | $821 | Hold |
12
| – | – | ﹤0.01% | 806 |
|
|
2022
Q4 | $773 | Sell |
12
-46
| -79% | -$2.96K | ﹤0.01% | 816 |
|
|
2022
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $3K | Sell |
58
-137
| -70% | -$7.09K | ﹤0.01% | 641 |
|
|
2022
Q1 | $11K | Hold |
195
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $14K | Hold |
195
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $13K | Buy |
195
+3
| +2% | +$200 | ﹤0.01% | 528 |
|
|
2021
Q2 | $13K | Buy |
192
+70
| +57% | +$4.74K | ﹤0.01% | 524 |
|
|
2021
Q1 | $8K | Sell |
122
-24
| -16% | -$1.57K | ﹤0.01% | 545 |
|
|
2020
Q4 | $10K | Buy |
+146
| New | +$10K | ﹤0.01% | 515 |
|