Balasa Dinverno & Foltz’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$245K Sell
4,989
-4,976
-50% -$244K 0.02% 297
2022
Q2
$564K Buy
9,965
+3,450
+53% +$195K 0.04% 186
2022
Q1
$445K Sell
6,515
-135
-2% -$9.22K 0.03% 212
2021
Q4
$478K Buy
6,650
+1,465
+28% +$105K 0.03% 209
2021
Q3
$303K Buy
+5,185
New +$303K 0.02% 254