LSPW
Lake Street Private Wealth’s Fortinet FTNT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $263K | Hold |
2,485
| – | – | 0.04% | 221 |
|
2025
Q1 | $239K | Hold |
2,485
| – | – | 0.04% | 218 |
|
2024
Q4 | $235K | Buy |
+2,485
| New | +$235K | 0.04% | 218 |
|
2022
Q1 | – | Sell |
-8,415
| Closed | -$3.02M | – | 327 |
|
2021
Q4 | $3.02M | Buy |
8,415
+828
| +11% | +$298K | 0.53% | 52 |
|
2021
Q3 | $2.22M | Buy |
7,587
+725
| +11% | +$212K | 0.54% | 56 |
|
2021
Q2 | $1.66M | Buy |
6,862
+567
| +9% | +$137K | 0.42% | 70 |
|
2021
Q1 | $1.16M | Buy |
6,295
+54
| +0.9% | +$9.96K | 0.32% | 85 |
|
2020
Q4 | $927K | Buy |
6,241
+28
| +0.5% | +$4.16K | 0.27% | 94 |
|
2020
Q3 | $732K | Buy |
+6,213
| New | +$732K | 0.25% | 94 |
|