Baldwin Wealth Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-221
| Closed | -$17.1K | – | 534 |
|
|
2024
Q3 | $17.1K | Buy |
221
+50
| +29% | +$3.88K | ﹤0.01% | 720 |
|
|
2024
Q2 | $10.3K | Hold |
171
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $11.7K | Hold |
171
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $10K | Buy |
+171
| New | +$10K | ﹤0.01% | 575 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$7K | – | 796 |
|
|
2022
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 542 |
|
|
2022
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 552 |
|
|
2022
Q1 | $10K | Sell |
150
-55
| -27% | -$3.67K | ﹤0.01% | 539 |
|
|
2021
Q4 | $15K | Hold |
205
| – | – | ﹤0.01% | 471 |
|
|
2021
Q3 | $12K | Sell |
205
-45
| -18% | -$2.63K | ﹤0.01% | 498 |
|
|
2021
Q2 | $12K | Hold |
250
| – | – | ﹤0.01% | 518 |
|
|
2021
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 521 |
|
|
2020
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 460 |
|
|
2020
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 470 |
|
|
2019
Q4 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 479 |
|