Regal Investment Advisors’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 |
-20,690
| Closed | -$1.25M | – | 529 |
|
|
2024
Q2 | $1.25M | Buy |
20,690
+8,711
| +73% | +$525K | 0.08% | 224 |
|
|
2024
Q1 | $818K | Buy |
11,979
+292
| +2% | +$19.9K | 0.06% | 273 |
|
|
2023
Q4 | $684K | Buy |
+11,687
| New | +$684K | 0.05% | 279 |
|
|
2015
Q4 | – | Sell |
-260
| Closed | -$2K | – | 488 |
|
|
2015
Q3 | $2K | Buy |
+260
| New | +$2K | ﹤0.01% | 932 |
|
|
2013
Q4 | – | Sell |
-2,650
| Closed | -$11K | – | 870 |
|
|
2013
Q3 | $11K | Hold |
2,650
| – | – | 0.01% | 581 |
|
|
2013
Q2 | $9K | Buy |
+2,650
| New | +$9K | 0.01% | 606 |
|