Integrated Wealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-2,000
Closed -$15K 519
2016
Q3
$15K Hold
2,000
0.01% 672
2016
Q2
$13K Sell
2,000
-200
-9% -$1.3K 0.01% 695
2016
Q1
$13K Hold
2,200
0.01% 644
2015
Q4
$14K Sell
2,200
-900
-29% -$5.73K 0.01% 670
2015
Q3
$26K Hold
3,100
0.01% 506
2015
Q2
$26K Buy
+3,100
New +$26K 0.01% 532