Geller Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $225K | Buy |
+2,385
| New | +$225K | 0.01% | 239 |
|
|
2024
Q2 | – | Sell |
-3,188
| Closed | -$218K | – | 273 |
|
|
2024
Q1 | $218K | Sell |
3,188
-3,378
| -51% | -$231K | 0.02% | 255 |
|
|
2023
Q4 | $384K | Sell |
6,566
-270
| -4% | -$15.8K | 0.04% | 168 |
|
|
2023
Q3 | $401K | Sell |
6,836
-50
| -0.7% | -$2.93K | 0.05% | 151 |
|
|
2023
Q2 | $521K | Buy |
+6,886
| New | +$521K | 0.06% | 111 |
|