Sugarloaf Wealth Management’s Fortive FTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$39.4K Hold
2024
Q3
$41.4K Hold
2024
Q2
$38.9K Hold
2024
Q1
$45.2K Hold
2023
Q4
$38.7K Hold
2023
Q3
$38.9K Hold
2023
Q2
$39.3K Hold
2023
Q1
$35.8K Hold
2022
Q4
$33.7K Hold
2022
Q3
$31K Hold
2022
Q2
$29K Hold
2022
Q1
$32K Hold
2021
Q4
$40K Hold
2021
Q3
$37K Hold
2021
Q2
$37K Hold
2021
Q1
$37 Hold
2020
Q4
$37K Sell
2020
Q3
$40K Hold
2020
Q2
$36K Hold
2020
Q1
$29K Hold
2019
Q4
$40K Buy