Sugarloaf Wealth Management’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$39.4K Hold
525
0.01% 323
2024
Q3
$41.4K Hold
525
0.01% 322
2024
Q2
$38.9K Hold
525
0.01% 322
2024
Q1
$45.2K Hold
525
0.01% 302
2023
Q4
$38.7K Hold
525
0.01% 312
2023
Q3
$38.9K Hold
525
0.01% 313
2023
Q2
$39.3K Hold
525
0.01% 317
2023
Q1
$35.8K Hold
525
0.01% 329
2022
Q4
$33.7K Hold
525
0.01% 336
2022
Q3
$31K Hold
525
0.01% 353
2022
Q2
$29K Hold
525
0.01% 352
2022
Q1
$32K Hold
525
0.01% 336
2021
Q4
$40K Hold
525
0.01% 319
2021
Q3
$37K Hold
525
0.01% 318
2021
Q2
$37K Hold
525
0.01% 313
2021
Q1
$37 Hold
525
0.01% 312
2020
Q4
$37K Sell
525
-102
-16% -$7.19K 0.01% 285
2020
Q3
$40K Hold
627
0.01% 259
2020
Q2
$36K Hold
627
0.01% 278
2020
Q1
$29K Hold
627
0.01% 280
2019
Q4
$40K Buy
+627
New +$40K 0.02% 274