Colonial Trust Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54
| Closed | -$5.1K | – | 697 |
|
|
2024
Q4 | $5.1K | Buy |
+54
| New | +$5.1K | ﹤0.01% | 561 |
|
|
2024
Q2 | – | Sell |
-25
| Closed | -$1.71K | – | 869 |
|
|
2024
Q1 | $1.71K | Sell |
25
-39
| -61% | -$2.66K | ﹤0.01% | 816 |
|
|
2023
Q4 | $3.75K | Hold |
64
| – | – | ﹤0.01% | 641 |
|
|
2023
Q3 | $3.76K | Hold |
64
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $4.84K | Buy |
64
+27
| +73% | +$2.04K | ﹤0.01% | 635 |
|
|
2023
Q1 | $2.46K | Sell |
37
-6
| -14% | -$399 | ﹤0.01% | 705 |
|
|
2022
Q4 | $2.1K | Buy |
+43
| New | +$2.1K | ﹤0.01% | 720 |
|