Keudell/Morrison Wealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,490
Closed -$251K 185
2021
Q4
$251K Sell
3,490
-770
-18% -$55.4K 0.1% 159
2021
Q3
$249K Buy
+4,260
New +$249K 0.11% 152
2021
Q2
Hold
0
170