Baystate 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
Q4 | $5.85K | Buy |
100
+25
| +33% | +$1.46K | ﹤0.01% | 853 |
|
2023
Q3 | $4.4K | Sell |
75
-25
| -25% | -$1.47K | ﹤0.01% | 702 |
|
2023
Q2 | $7.56K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
2023
Q1 | $6.65K | Hold |
100
| – | – | ﹤0.01% | 634 |
|
2022
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 686 |
|
2022
Q3 | $5K | Sell |
100
-25
| -20% | -$1.25K | ﹤0.01% | 640 |
|
2022
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 623 |
|
2022
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 592 |
|
2021
Q4 | $9K | Sell |
125
-50
| -29% | -$3.6K | ﹤0.01% | 589 |
|
2021
Q3 | $10K | Sell |
175
-75
| -30% | -$4.29K | ﹤0.01% | 522 |
|
2021
Q2 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 487 |
|
2019
Q2 | – | Sell |
-950
| Closed | -$18K | – | 655 |
|
2019
Q1 | $18K | Hold |
950
| – | – | ﹤0.01% | 316 |
|
2018
Q4 | $13K | Buy |
+950
| New | +$13K | ﹤0.01% | 349 |
|