BerganKDV 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
Q2 | $1.44M | Buy |
19,013
+645
| +4% | +$48.8K | 0.14% | 112 |
|
|
2023
Q1 | $1.22M | Buy |
18,368
+18,223
| +12,568% | +$1.21M | 0.13% | 120 |
|
|
2022
Q4 | $7.09K | Hold |
145
| – | – | ﹤0.01% | 623 |
|
|
2022
Q3 | $7K | Hold |
145
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $8K | Hold |
145
| – | – | ﹤0.01% | 623 |
|
|
2022
Q1 | $10K | Hold |
145
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $10K | Hold |
145
| – | – | ﹤0.01% | 656 |
|
|
2021
Q3 | $8K | Hold |
145
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $7K | Hold |
145
| – | – | ﹤0.01% | 660 |
|
|
2021
Q1 | $5K | Hold |
145
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $4K | Hold |
145
| – | – | ﹤0.01% | 689 |
|
|
2020
Q3 | $3K | Hold |
145
| – | – | ﹤0.01% | 643 |
|
|
2020
Q2 | $4K | Sell |
145
-85
| -37% | -$2.35K | ﹤0.01% | 654 |
|
|
2020
Q1 | $5K | Hold |
230
| – | – | ﹤0.01% | 580 |
|
|
2019
Q4 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 616 |
|