SIM
Sterling Investment Management’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,941
| Closed | -$225K | – | 70 |
|
|
2019
Q4 | $225K | Hold |
2,941
| – | – | 0.15% | 62 |
|
|
2019
Q3 | $202K | Hold |
2,941
| – | – | 0.15% | 61 |
|
|
2019
Q2 | $240K | Sell |
2,941
-174
| -6% | -$14.2K | 0.19% | 58 |
|
|
2019
Q1 | $261K | Sell |
3,115
-127
| -4% | -$10.6K | 0.2% | 58 |
|
|
2018
Q4 | $219K | Hold |
3,242
| – | – | 0.18% | 55 |
|
|
2018
Q3 | $272K | Hold |
3,242
| – | – | 0.2% | 54 |
|
|
2018
Q2 | $249K | Hold |
3,242
| – | – | 0.19% | 56 |
|
|
2018
Q1 | $251K | Hold |
3,242
| – | – | 0.2% | 50 |
|
|
2017
Q4 | $235K | Hold |
3,242
| – | – | 0.25% | 51 |
|
|
2017
Q3 | $230K | Hold |
3,242
| – | – | 0.31% | 44 |
|
|
2017
Q2 | $205K | Buy |
+3,242
| New | +$205K | 0.27% | 46 |
|