SWS
SYSTM Wealth Solutions’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,617
| Closed | -$483K | – | 782 |
|
|
2024
Q1 | $483K | Buy |
5,617
+333
| +6% | +$28.6K | 0.06% | 288 |
|
|
2023
Q4 | $389K | Buy |
5,284
+123
| +2% | +$9.06K | 0.05% | 295 |
|
|
2023
Q3 | $383K | Sell |
5,161
-46
| -0.9% | -$3.41K | 0.06% | 323 |
|
|
2023
Q2 | $389K | Buy |
5,207
+886
| +21% | +$66.3K | 0.05% | 352 |
|
|
2023
Q1 | $295K | Buy |
+4,321
| New | +$295K | 0.05% | 379 |
|