BSW Wealth Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,683
| Closed | -$203K | – | 260 |
|
|
2023
Q2 | $203K | Buy |
+2,683
| New | +$203K | 0.04% | 255 |
|
|
2022
Q3 | – | Sell |
-5,470
| Closed | -$309K | – | 279 |
|
|
2022
Q2 | $309K | Sell |
5,470
-600
| -10% | -$33.9K | 0.07% | 185 |
|
|
2022
Q1 | $415K | Buy |
+6,070
| New | +$415K | 0.1% | 151 |
|
|
2019
Q4 | – | Sell |
-3,355
| Closed | -$52K | – | 140 |
|
|
2019
Q3 | $52K | Buy |
+3,355
| New | +$52K | 0.02% | 119 |
|