Baker Tilly Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,775
| Closed | -$210K | – | 500 |
|
|
2023
Q2 | $210K | Buy |
+2,775
| New | +$210K | 0.02% | 516 |
|
|
2022
Q1 | – | Sell |
-2,965
| Closed | -$213K | – | 539 |
|
|
2021
Q4 | $213K | Buy |
+2,965
| New | +$213K | 0.02% | 496 |
|
|
2021
Q3 | – | Sell |
-13,935
| Closed | -$664K | – | 508 |
|
|
2021
Q2 | $664K | Buy |
13,935
+1,610
| +13% | +$76.7K | 0.11% | 212 |
|
|
2021
Q1 | $455K | Buy |
12,325
+1,975
| +19% | +$72.9K | 0.09% | 257 |
|
|
2020
Q4 | $307K | Buy |
+10,350
| New | +$307K | 0.09% | 235 |
|