One Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,916
| Closed | -$93.7K | – | 344 |
|
|
2022
Q4 | $93.7K | Sell |
1,916
-3,500
| -65% | -$171K | 0.02% | 301 |
|
|
2022
Q3 | $266K | Buy |
+5,416
| New | +$266K | 0.09% | 130 |
|
|
2022
Q2 | – | Sell |
-5,060
| Closed | -$346K | – | 194 |
|
|
2022
Q1 | $346K | Sell |
5,060
-2,880
| -36% | -$197K | 0.08% | 123 |
|
|
2021
Q4 | $571K | Sell |
7,940
-1,710
| -18% | -$123K | 0.14% | 75 |
|
|
2021
Q3 | $564K | Buy |
9,650
+965
| +11% | +$56.4K | 0.17% | 79 |
|
|
2021
Q2 | $414K | Buy |
8,685
+240
| +3% | +$11.4K | 0.13% | 87 |
|
|
2021
Q1 | $311K | Buy |
+8,445
| New | +$311K | 0.12% | 102 |
|