Axxcess Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$205K | – | 891 |
|
|
2024
Q1 | $205K | Sell |
3,000
-800
| -21% | -$54.6K | 0.01% | 812 |
|
|
2023
Q4 | $222K | Buy |
+3,800
| New | +$222K | 0.01% | 742 |
|
|
2022
Q2 | – | Sell |
-10,635
| Closed | -$727K | – | 580 |
|
|
2022
Q1 | $727K | Sell |
10,635
-2,300
| -18% | -$157K | 0.06% | 276 |
|
|
2021
Q4 | $930K | Buy |
+12,935
| New | +$930K | 0.07% | 222 |
|