AllSquare Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$137K | – | 540 |
|
|
2024
Q1 | $137K | Buy |
2,000
+200
| +11% | +$13.7K | 0.08% | 130 |
|
|
2023
Q4 | $105K | Sell |
1,800
-1,025
| -36% | -$60K | 0.06% | 139 |
|
|
2023
Q3 | $166K | Buy |
2,825
+725
| +35% | +$42.5K | 0.11% | 105 |
|
|
2023
Q2 | $144K | Buy |
2,100
+300
| +17% | +$20.6K | 0.09% | 114 |
|
|
2023
Q1 | $120K | Buy |
+1,800
| New | +$120K | 0.08% | 124 |
|