Lenox Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $104K | Sell |
1,555
-45
| -3% | -$3.01K | 0.01% | 168 |
|
|
2021
Q4 | $115K | Buy |
1,600
+45
| +3% | +$3.23K | 0.01% | 155 |
|
|
2021
Q3 | $91K | Buy |
1,555
+15
| +1% | +$878 | 0.01% | 165 |
|
|
2021
Q2 | $73K | Sell |
1,540
-110
| -7% | -$5.21K | 0.01% | 182 |
|
|
2021
Q1 | $61K | Sell |
1,650
-855
| -34% | -$31.6K | 0.01% | 166 |
|
|
2020
Q4 | $74K | Hold |
2,505
| – | – | 0.01% | 144 |
|
|
2020
Q3 | $59K | Hold |
2,505
| – | – | 0.01% | 148 |
|
|
2020
Q2 | $69K | Hold |
2,505
| – | – | 0.01% | 126 |
|
|
2020
Q1 | $51K | Hold |
2,505
| – | – | 0.01% | 133 |
|
|
2019
Q4 | $53K | Buy |
2,505
+975
| +64% | +$20.6K | 0.01% | 169 |
|
|
2019
Q3 | $23K | Hold |
1,530
| – | – | ﹤0.01% | 277 |
|
|
2019
Q2 | $24K | Sell |
1,530
-835
| -35% | -$13.1K | ﹤0.01% | 205 |
|
|
2019
Q1 | $40K | Hold |
2,365
| – | – | 0.01% | 145 |
|
|
2018
Q4 | $33K | Hold |
2,365
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $44K | Hold |
2,365
| – | – | 0.01% | 144 |
|
|
2018
Q2 | $30K | Sell |
2,365
-295
| -11% | -$3.74K | 0.01% | 194 |
|
|
2018
Q1 | $29K | Buy |
2,660
+2,095
| +371% | +$22.8K | 0.01% | 222 |
|
|
2017
Q4 | $5K | Buy |
+565
| New | +$5K | ﹤0.01% | 218 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$6K | – | 315 |
|
|
2015
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 209 |
|
|
2015
Q3 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 203 |
|
|
2014
Q1 | – | Sell |
-655
| Closed | -$3K | – | 247 |
|
|
2013
Q4 | $3K | Buy |
+655
| New | +$3K | ﹤0.01% | 266 |
|