Kingsview Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,649
| Closed | -$932K | – | 1065 |
|
2024
Q1 | $932K | Sell |
13,649
-3,588
| -21% | -$245K | 0.02% | 516 |
|
2023
Q4 | $1.01M | Sell |
17,237
-4,315
| -20% | -$253K | 0.03% | 469 |
|
2023
Q3 | $1.26M | Sell |
21,552
-2,821
| -12% | -$166K | 0.05% | 381 |
|
2023
Q2 | $1.84M | Buy |
24,373
+21,038
| +631% | +$1.59M | 0.07% | 260 |
|
2023
Q1 | $222K | Sell |
3,335
-4,000
| -55% | -$266K | 0.01% | 806 |
|
2022
Q4 | $359K | Buy |
+7,335
| New | +$359K | 0.02% | 609 |
|
2022
Q1 | – | Sell |
-15,905
| Closed | -$1.14M | – | 890 |
|
2021
Q4 | $1.14M | Buy |
15,905
+130
| +0.8% | +$9.34K | 0.05% | 349 |
|
2021
Q3 | $921K | Buy |
+15,775
| New | +$921K | 0.04% | 399 |
|
2020
Q3 | – | Sell |
-26,260
| Closed | -$721K | – | 620 |
|
2020
Q2 | $721K | Buy |
+26,260
| New | +$721K | 0.07% | 259 |
|
2020
Q1 | – | Sell |
-39,545
| Closed | -$844K | – | 487 |
|
2019
Q4 | $844K | Buy |
+39,545
| New | +$844K | 0.11% | 215 |
|