Avantax Planning Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,800
| Closed | -$265K | – | 443 |
|
|
2024
Q4 | $265K | Buy |
+2,800
| New | +$265K | 0.01% | 358 |
|
|
2018
Q4 | – | Sell |
-2,525
| Closed | -$47K | – | 613 |
|
|
2018
Q3 | $47K | Buy |
+2,525
| New | +$47K | ﹤0.01% | 502 |
|
|
2018
Q2 | – | Sell |
-490
| Closed | -$5K | – | 669 |
|
|
2018
Q1 | $5K | Buy |
+490
| New | +$5K | ﹤0.01% | 1315 |
|