CWS

Confluence Wealth Services’s Fortinet FTNT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,672	Closed	-$685K	–	341
2023 Q4	$685K	Buy	+1,672	New	+$685K	0.08%	150
2022 Q1	–	Sell	-111	Closed	-$39K	–	572
2021 Q4	$39K	Buy	+111	New	+$39K	0.01%	534