CI
Cavalier Investments’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,330
| Closed | -$603K | – | 75 |
|
|
2022
Q4 | $603K | Sell |
12,330
-798
| -6% | -$39K | 0.22% | 77 |
|
|
2022
Q3 | $645K | Sell |
13,128
-4,858
| -27% | -$239K | 0.23% | 67 |
|
|
2022
Q2 | $1.02M | Buy |
17,986
+13,428
| +295% | +$760K | 0.36% | 52 |
|
|
2022
Q1 | $1.56M | Sell |
4,558
-504
| -10% | -$172K | 0.41% | 52 |
|
|
2021
Q4 | $1.82M | Sell |
5,062
-251
| -5% | -$90.2K | 0.47% | 61 |
|
|
2021
Q3 | $1.55M | Sell |
5,313
-3,203
| -38% | -$936K | 0.49% | 67 |
|
|
2021
Q2 | $2.03M | Hold |
8,516
| – | – | 0.73% | 48 |
|
|
2021
Q1 | $1.57M | Hold |
8,516
| – | – | 0.68% | 49 |
|
|
2020
Q4 | $1.27M | Buy |
8,516
+2,129
| +33% | +$316K | 0.58% | 69 |
|
|
2020
Q3 | $752K | Sell |
6,387
-3,612
| -36% | -$425K | 0.51% | 60 |
|
|
2020
Q2 | $1.37M | Sell |
9,999
-13,551
| -58% | -$1.86M | 0.79% | 21 |
|
|
2020
Q1 | $2.38M | Hold |
23,550
| – | – | 1.41% | 15 |
|
|
2019
Q4 | $2.51M | Sell |
23,550
-8,900
| -27% | -$950K | 1.09% | 25 |
|
|
2019
Q3 | $2.49M | Hold |
32,450
| – | – | 1.07% | 29 |
|
|
2019
Q2 | $2.49M | Buy |
32,450
+3,600
| +12% | +$277K | 1.04% | 26 |
|
|
2019
Q1 | $2.42M | Hold |
28,850
| – | – | 1% | 23 |
|
|
2018
Q4 | $2.03M | Buy |
28,850
+7,750
| +37% | +$546K | 0.66% | 23 |
|
|
2018
Q3 | $1.95M | Buy |
21,100
+14,200
| +206% | +$1.31M | 0.57% | 46 |
|
|
2018
Q2 | $430K | Buy |
+6,900
| New | +$430K | 0.15% | 121 |
|