Mount Yale Investment Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
+7,885
| New | +$834K | 0.07% | 242 |
|
|
2024
Q3 | – | Sell |
-20,911
| Closed | -$1.26M | – | 555 |
|
|
2024
Q2 | $1.26M | Sell |
20,911
-408
| -2% | -$24.6K | 0.1% | 179 |
|
|
2024
Q1 | $1.46M | Buy |
21,319
+185
| +0.9% | +$12.6K | 0.11% | 169 |
|
|
2023
Q4 | $1.24M | Buy |
+21,134
| New | +$1.24M | 0.12% | 176 |
|
|
2021
Q3 | – | Sell |
-25,295
| Closed | -$1.21M | – | 469 |
|
|
2021
Q2 | $1.21M | Sell |
25,295
-1,285
| -5% | -$61.2K | 0.15% | 147 |
|
|
2021
Q1 | $980K | Buy |
26,580
+1,950
| +8% | +$71.9K | 0.13% | 167 |
|
|
2020
Q4 | $732K | Buy |
24,630
+345
| +1% | +$10.3K | 0.1% | 210 |
|
|
2020
Q3 | $572K | Sell |
24,285
-30
| -0.1% | -$707 | 0.08% | 229 |
|
|
2020
Q2 | $668K | Buy |
+24,315
| New | +$668K | 0.12% | 181 |
|