Dakota Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-17,624
| Closed | -$1.03M | – | 673 |
|
2023
Q3 | $1.03M | Buy |
+17,624
| New | +$1.03M | 0.05% | 283 |
|
2023
Q1 | – | Sell |
-6,448
| Closed | -$315K | – | 622 |
|
2022
Q4 | $315K | Sell |
6,448
-9,482
| -60% | -$464K | 0.02% | 433 |
|
2022
Q3 | $783K | Buy |
15,930
+9,640
| +153% | +$474K | 0.06% | 243 |
|
2022
Q2 | $356K | Buy |
+6,290
| New | +$356K | 0.03% | 339 |
|
2022
Q1 | – | Sell |
-4,805
| Closed | -$345K | – | 461 |
|
2021
Q4 | $345K | Buy |
+4,805
| New | +$345K | 0.04% | 288 |
|
2019
Q3 | – | Sell |
-15,415
| Closed | -$237K | – | 318 |
|
2019
Q2 | $237K | Buy |
+15,415
| New | +$237K | 0.05% | 249 |
|