Liberty Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-500
| Closed | -$29K | – | 505 |
|
2021
Q3 | $29K | Buy |
+500
| New | +$29K | 0.01% | 547 |
|
2021
Q2 | – | Sell |
-1,085
| Closed | -$32K | – | 1100 |
|
2021
Q1 | $32K | Hold |
1,085
| – | – | 0.02% | 372 |
|
2020
Q4 | $32K | Sell |
1,085
-10
| -0.9% | -$295 | 0.02% | 369 |
|
2020
Q3 | $26K | Sell |
1,095
-85
| -7% | -$2.02K | 0.02% | 357 |
|
2020
Q2 | $32K | Buy |
+1,180
| New | +$32K | 0.02% | 300 |
|
2020
Q1 | – | Sell |
-25
| Closed | – | – | 916 |
|
2019
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 926 |
|
2019
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 906 |
|
2019
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 909 |
|
2019
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 770 |
|
2018
Q4 | $0 | Buy |
+25
| New | – | ﹤0.01% | 766 |
|