M Holdings Securities’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,177
| Closed | -$493K | – | 182 |
|
2024
Q2 | $493K | Buy |
+8,177
| New | +$493K | 0.06% | 166 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 249 |
|
2023
Q1 | – | Sell |
-8,473
| Closed | -$414K | – | 388 |
|
2022
Q4 | $414K | Buy |
8,473
+950
| +13% | +$46.4K | 0.04% | 287 |
|
2022
Q3 | $370K | Buy |
7,523
+1,698
| +29% | +$83.5K | 0.04% | 292 |
|
2022
Q2 | $330K | Sell |
5,825
-380
| -6% | -$21.5K | 0.03% | 316 |
|
2022
Q1 | $424K | Buy |
+6,205
| New | +$424K | 0.03% | 327 |
|
2021
Q2 | – | Sell |
-5,860
| Closed | -$216K | – | 324 |
|
2021
Q1 | $216K | Buy |
+5,860
| New | +$216K | 0.02% | 456 |
|