Independent Solutions Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,878
| Closed | -$293K | – | 209 |
|
|
2023
Q2 | $293K | Buy |
3,878
+751
| +24% | +$56.8K | 0.07% | 172 |
|
|
2023
Q1 | $208K | Buy |
+3,127
| New | +$208K | 0.06% | 202 |
|
|
2022
Q4 | – | Sell |
-5,690
| Closed | -$280K | – | 217 |
|
|
2022
Q3 | $280K | Sell |
5,690
-1,405
| -20% | -$69K | 0.09% | 165 |
|
|
2022
Q2 | $401K | Buy |
+7,095
| New | +$401K | 0.13% | 130 |
|