Clearstead Trust’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Buy |
514
+226
| +78% | +$23.9K | 0.01% | 310 |
|
|
2025
Q1 | $27.7K | Buy |
+288
| New | +$27.7K | 0.01% | 320 |
|
|
2024
Q2 | – | Sell |
-215
| Closed | -$14.7K | – | 436 |
|
|
2024
Q1 | $14.7K | Sell |
215
-30
| -12% | -$2.05K | ﹤0.01% | 331 |
|
|
2023
Q4 | $14.3K | Hold |
245
| – | – | ﹤0.01% | 321 |
|
|
2023
Q3 | $14.4K | Buy |
245
+60
| +32% | +$3.52K | ﹤0.01% | 312 |
|
|
2023
Q2 | $12.3K | Hold |
185
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $12.3K | Hold |
185
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $9K | Hold |
185
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $9K | Hold |
185
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $10K | Hold |
185
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $13K | Buy |
+185
| New | +$13K | 0.01% | 151 |
|
|
2020
Q1 | – | Sell |
-485
| Closed | -$10K | – | 181 |
|
|
2019
Q4 | $10K | Buy |
+485
| New | +$10K | 0.01% | 156 |
|