CWM
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Circle Wealth Management’s Fortinet FTNT Stock Holding History

Circle Wealth Management’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,429
Closed -$729K – 191
2023
Q3 		$729K Buy
+12,429
New +$729K 0.02% 103