Halpern Financial’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $77.6K | Sell |
1,000
-300
| -23% | -$23.3K | 0.02% | 79 |
|
|
2024
Q2 | $78.4K | Sell |
1,300
-150
| -10% | -$9.04K | 0.02% | 76 |
|
|
2024
Q1 | $103K | Sell |
1,450
-400
| -22% | -$28.5K | 0.03% | 66 |
|
|
2023
Q4 | $107K | Hold |
1,850
| – | – | 0.03% | 68 |
|
|
2023
Q3 | $109K | Sell |
1,850
-280
| -13% | -$16.4K | 0.04% | 60 |
|
|
2023
Q2 | $161K | Hold |
2,130
| – | – | 0.06% | 52 |
|
|
2023
Q1 | $142K | Sell |
2,130
-750
| -26% | -$49.8K | 0.05% | 52 |
|
|
2022
Q4 | $141K | Hold |
2,880
| – | – | 0.05% | 51 |
|
|
2022
Q3 | $141K | Sell |
2,880
-1,000
| -26% | -$49.1K | 0.06% | 52 |
|
|
2022
Q2 | $220K | Sell |
3,880
-250
| -6% | -$14.1K | 0.09% | 47 |
|
|
2022
Q1 | $282K | Sell |
4,130
-250
| -6% | -$17.1K | 0.1% | 55 |
|
|
2021
Q4 | $315K | Sell |
4,380
-500
| -10% | -$35.9K | 0.13% | 33 |
|
|
2021
Q3 | $285K | Hold |
4,880
| – | – | 0.13% | 30 |
|
|
2021
Q2 | $232K | Hold |
4,880
| – | – | 0.11% | 30 |
|
|
2021
Q1 | $180K | Hold |
4,880
| – | – | 0.09% | 35 |
|
|
2020
Q4 | $145K | Hold |
4,880
| – | – | 0.08% | 34 |
|
|
2020
Q3 | $115K | Hold |
4,880
| – | – | 0.07% | 36 |
|
|
2020
Q2 | $134K | Hold |
4,880
| – | – | 0.09% | 31 |
|
|
2020
Q1 | $98.7K | Hold |
4,880
| – | – | 0.09% | 32 |
|
|
2019
Q4 | $104K | Buy |
+4,880
| New | +$104K | 0.08% | 40 |
|