Baron Silver Stevens Financial Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,753
| Closed | -$631K | – | 108 |
|
|
2023
Q3 | $631K | Buy |
10,753
+72
| +0.7% | +$4.23K | 0.14% | 53 |
|
|
2023
Q2 | $807K | Hold |
10,681
| – | – | 0.18% | 47 |
|
|
2023
Q1 | $710K | Hold |
10,681
| – | – | 0.18% | 47 |
|
|
2022
Q4 | $522K | Hold |
10,681
| – | – | 0.13% | 50 |
|
|
2022
Q3 | $14 | Hold |
10,681
| – | – | ﹤0.01% | 97 |
|
|
2022
Q2 | $604K | Buy |
10,681
+56
| +0.5% | +$3.17K | 0.16% | 50 |
|
|
2022
Q1 | $726K | Buy |
+10,625
| New | +$726K | 0.17% | 46 |
|
|
2021
Q1 | – | Sell |
-125
| Closed | -$3K | – | 200 |
|
|
2020
Q4 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 359 |
|