Silverlake Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,000
| Closed | -$410K | – | 246 |
|
2023
Q4 | $410K | Sell |
7,000
-662
| -9% | -$38.7K | 0.23% | 121 |
|
2023
Q3 | $450K | Buy |
7,662
+662
| +9% | +$38.8K | 0.25% | 108 |
|
2023
Q2 | $529K | Sell |
7,000
-325
| -4% | -$24.6K | 0.29% | 81 |
|
2023
Q1 | $487K | Hold |
7,325
| – | – | 0.3% | 83 |
|
2022
Q4 | $358K | Hold |
7,325
| – | – | 0.22% | 116 |
|
2022
Q3 | $360K | Hold |
7,325
| – | – | 0.24% | 108 |
|
2022
Q2 | $414K | Hold |
7,325
| – | – | 0.27% | 98 |
|
2022
Q1 | $501K | Sell |
7,325
-675
| -8% | -$46.1K | 0.29% | 87 |
|
2021
Q4 | $575K | Buy |
+8,000
| New | +$575K | 0.31% | 81 |
|