EWM
Evercore Wealth Management’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q1 | – | Sell |
-17,125
| Closed | -$328K | – | 909 |
|
|
2013
Q4 | $328K | Sell |
17,125
-103,980
| -86% | -$1.99M | 0.02% | 314 |
|
|
2013
Q3 | $2.45M | Sell |
121,105
-12,550
| -9% | -$254K | 0.14% | 149 |
|
|
2013
Q2 | $2.34M | Buy |
+133,655
| New | +$2.34M | 0.13% | 147 |
|