Heritage Wealth Management (Arizona)’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $124K | Buy |
2,530
+1,265
| +100% | +$61.8K | 0.02% | 390 |
|
|
2022
Q3 | $62K | Buy |
1,265
+40
| +3% | +$1.96K | 0.02% | 376 |
|
|
2022
Q2 | $69.3K | Sell |
1,225
-55
| -4% | -$3.11K | 0.02% | 371 |
|
|
2022
Q1 | $87K | Buy |
+1,280
| New | +$87K | 0.02% | 389 |
|
|
2021
Q3 | $75K | Hold |
1,280
| – | – | 0.03% | 390 |
|
|
2021
Q2 | $61K | Sell |
1,280
-350
| -21% | -$16.7K | 0.02% | 428 |
|
|
2021
Q1 | $60K | Buy |
+1,630
| New | +$60K | 0.03% | 345 |
|