Financial Synergies Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-93
| Closed | -$6.35K | – | 210 |
|
|
2024
Q1 | $6.35K | Buy |
93
+88
| +1,760% | +$6.01K | ﹤0.01% | 269 |
|
|
2023
Q4 | $245 | Buy |
+5
| New | +$245 | ﹤0.01% | 434 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$333 | – | 510 |
|
|
2023
Q1 | $333 | Hold |
5
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $245 | Hold |
5
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $246 | Hold |
5
| – | – | ﹤0.01% | 435 |
|
|
2022
Q2 | $283 | Buy |
+5
| New | +$283 | ﹤0.01% | 444 |
|