IWA
IBEX Wealth Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+2,634
| New | +$278K | 0.03% | 175 |
|
|
2024
Q4 | – | Sell |
-93,098
| Closed | -$7.33M | – | 219 |
|
|
2024
Q3 | $7.33M | Buy |
93,098
+91,851
| +7,366% | +$7.23M | 2.01% | 14 |
|
|
2024
Q2 | $75.2K | Sell |
1,247
-2,935
| -70% | -$177K | 0.01% | 154 |
|
|
2024
Q1 | $204K | Buy |
+4,182
| New | +$204K | 0.06% | 107 |
|
|
2023
Q4 | – | Sell |
-3,818
| Closed | -$224K | – | 114 |
|
|
2023
Q3 | $224K | Buy |
+3,818
| New | +$224K | 0.06% | 105 |
|
|
2023
Q1 | – | Sell |
-4,182
| Closed | -$204K | – | 117 |
|
|
2022
Q4 | $204K | Buy |
+4,182
| New | +$204K | 0.05% | 164 |
|
|
2022
Q3 | – | Sell |
-3,730
| Closed | -$211K | – | 153 |
|
|
2022
Q2 | $211K | Buy |
3,730
+2,967
| +389% | +$168K | 0.05% | 142 |
|
|
2022
Q1 | $261K | Sell |
763
-217
| -22% | -$74.2K | 0.05% | 141 |
|
|
2021
Q4 | $352K | Buy |
+980
| New | +$352K | 0.06% | 144 |
|