Wealthspire Advisors (Maryland)’s Fortive FTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,695
| Closed | -$209K | – | 514 |
|
|
2020
Q2 | $209K | Buy |
+3,695
| New | +$209K | 0.02% | 412 |
|
|
2020
Q1 | – | Sell |
-5,003
| Closed | -$320K | – | 458 |
|
|
2019
Q4 | $320K | Sell |
5,003
-16
| -0.3% | -$1.02K | 0.02% | 363 |
|
|
2019
Q3 | $288K | Sell |
5,019
-188
| -4% | -$10.8K | 0.02% | 353 |
|
|
2019
Q2 | $355K | Sell |
5,207
-56
| -1% | -$3.82K | 0.03% | 313 |
|
|
2019
Q1 | $369K | Sell |
5,263
-245
| -4% | -$17.2K | 0.03% | 308 |
|
|
2018
Q4 | $312K | Sell |
5,508
-2,519
| -31% | -$143K | 0.03% | 316 |
|
|
2018
Q3 | $566K | Buy |
8,027
+2,322
| +41% | +$164K | 0.05% | 223 |
|
|
2018
Q2 | $368K | Sell |
5,705
-565
| -9% | -$36.4K | 0.03% | 307 |
|
|
2018
Q1 | $407K | Sell |
6,270
-74
| -1% | -$4.8K | 0.04% | 289 |
|
|
2017
Q4 | $384K | Sell |
6,344
-4
| -0.1% | -$242 | 0.04% | 317 |
|
|
2017
Q3 | $376K | Buy |
6,348
+271
| +4% | +$16.1K | 0.04% | 305 |
|
|
2017
Q2 | $322K | Sell |
6,077
-1,667
| -22% | -$88.3K | 0.04% | 331 |
|
|
2017
Q1 | $390K | Buy |
7,744
+1,592
| +26% | +$80.2K | 0.06% | 235 |
|
|
2016
Q4 | $276K | Sell |
6,152
-852
| -12% | -$38.2K | 0.04% | 298 |
|
|
2016
Q3 | $298K | Buy |
+7,004
| New | +$298K | 0.05% | 278 |
|