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 |
|