Glassman Wealth Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,130
| Closed | -$66.1K | – | 810 |
|
|
2023
Q4 | $66.1K | Buy |
1,130
+60
| +6% | +$3.51K | 0.01% | 389 |
|
|
2023
Q3 | $62.8K | Sell |
1,070
-14
| -1% | -$822 | 0.01% | 368 |
|
|
2023
Q2 | $81.9K | Buy |
1,084
+19
| +2% | +$1.44K | 0.01% | 296 |
|
|
2023
Q1 | $70.8K | Sell |
1,065
-2
| -0.2% | -$133 | 0.01% | 327 |
|
|
2022
Q4 | $52.2K | Buy |
1,067
+56
| +6% | +$2.74K | 0.01% | 412 |
|
|
2022
Q3 | $50K | Sell |
1,011
-96
| -9% | -$4.75K | 0.01% | 387 |
|
|
2022
Q2 | $63K | Buy |
1,107
+167
| +18% | +$9.5K | 0.01% | 344 |
|
|
2022
Q1 | $64K | Buy |
940
+185
| +25% | +$12.6K | 0.01% | 347 |
|
|
2021
Q4 | $54K | Buy |
755
+220
| +41% | +$15.7K | 0.01% | 355 |
|
|
2021
Q3 | $31K | Buy |
535
+300
| +128% | +$17.4K | 0.01% | 463 |
|
|
2021
Q2 | $11K | Buy |
235
+40
| +21% | +$1.87K | ﹤0.01% | 729 |
|
|
2021
Q1 | $7K | Sell |
195
-195
| -50% | -$7K | ﹤0.01% | 794 |
|
|
2020
Q4 | $12K | Buy |
390
+15
| +4% | +$462 | ﹤0.01% | 669 |
|
|
2020
Q3 | $9K | Sell |
375
-45
| -11% | -$1.08K | ﹤0.01% | 643 |
|
|
2020
Q2 | $12K | Buy |
420
+80
| +24% | +$2.29K | ﹤0.01% | 460 |
|
|
2020
Q1 | $7K | Buy |
340
+5
| +1% | +$103 | ﹤0.01% | 475 |
|
|
2019
Q4 | $7K | Buy |
335
+45
| +16% | +$940 | ﹤0.01% | 536 |
|
|
2019
Q3 | $4K | Hold |
290
| – | – | ﹤0.01% | 570 |
|
|
2019
Q2 | $4K | Hold |
290
| – | – | ﹤0.01% | 582 |
|
|
2019
Q1 | $5K | Hold |
290
| – | – | ﹤0.01% | 542 |
|
|
2018
Q4 | $4K | Hold |
290
| – | – | ﹤0.01% | 458 |
|
|
2018
Q3 | $5K | Buy |
+290
| New | +$5K | ﹤0.01% | 472 |
|