Dynamic Wealth Strategies’s Fortinet FTNT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$198K Sell
1,876
-148
-7% -$15.6K 0.14% 67
2025
Q1
$195K Buy
+2,024
New +$195K 0.16% 67
2024
Q4
Sell
-1,968
Closed -$153K 129
2024
Q3
$153K Sell
1,968
-54
-3% -$4.2K 0.12% 81
2024
Q2
$122K Buy
2,022
+547
+37% +$33K 0.1% 89
2024
Q1
$101K Buy
1,475
+85
+6% +$5.82K 0.09% 101
2023
Q4
$81.4K Buy
+1,390
New +$81.4K 0.07% 105