Berman Capital Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $99K | Buy |
1,715
+120
| +8% | +$6.93K | 0.02% | 441 |
|
|
2021
Q2 | $75K | Buy |
1,595
+165
| +12% | +$7.76K | 0.01% | 448 |
|
|
2021
Q1 | $51K | Buy |
1,430
+715
| +100% | +$25.5K | 0.01% | 472 |
|
|
2020
Q4 | $21K | Buy |
715
+125
| +21% | +$3.67K | 0.01% | 657 |
|
|
2020
Q3 | $13K | Hold |
590
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $15K | Buy |
590
+60
| +11% | +$1.53K | ﹤0.01% | 621 |
|
|
2020
Q1 | $10K | Buy |
530
+100
| +23% | +$1.89K | ﹤0.01% | 666 |
|
|
2019
Q4 | $9K | Hold |
430
| – | – | ﹤0.01% | 772 |
|
|
2019
Q3 | $6K | Buy |
430
+295
| +219% | +$4.12K | ﹤0.01% | 890 |
|
|
2019
Q2 | $2K | Sell |
135
-200
| -60% | -$2.96K | ﹤0.01% | 1191 |
|
|
2019
Q1 | $5K | Buy |
335
+285
| +570% | +$4.25K | ﹤0.01% | 861 |
|
|
2018
Q4 | $0 | Buy |
+50
| New | – | ﹤0.01% | 1175 |
|