TWA
TCI Wealth Advisors’s Fortinet FTNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-613
| Closed | -$40.7K | – | 970 |
|
|
2023
Q1 | $40.7K | Buy |
613
+5
| +0.8% | +$332 | 0.01% | 478 |
|
|
2022
Q4 | $29.7K | Sell |
608
-69
| -10% | -$3.37K | ﹤0.01% | 546 |
|
|
2022
Q3 | $33K | Sell |
677
-38
| -5% | -$1.85K | 0.01% | 487 |
|
|
2022
Q2 | $40K | Buy |
715
+573
| +404% | +$32.1K | 0.01% | 429 |
|
|
2022
Q1 | $48K | Sell |
142
-1
| -0.7% | -$338 | 0.01% | 418 |
|
|
2021
Q4 | $51K | Hold |
143
| – | – | 0.01% | 411 |
|
|
2021
Q3 | $42K | Buy |
143
+2
| +1% | +$587 | 0.01% | 457 |
|
|
2021
Q2 | $34K | Buy |
141
+35
| +33% | +$8.44K | 0.01% | 464 |
|
|
2021
Q1 | $20K | Buy |
106
+93
| +715% | +$17.5K | 0.01% | 553 |
|
|
2020
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q3 | $2K | Sell |
13
-489
| -97% | -$75.2K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $69K | Buy |
502
+13
| +3% | +$1.79K | 0.03% | 250 |
|
|
2020
Q1 | $49K | Hold |
489
| – | – | 0.02% | 301 |
|
|
2019
Q4 | $52K | Buy |
+489
| New | +$52K | 0.02% | 371 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | – | – | 1437 |
|
|
2018
Q4 | $0 | Sell |
5
-20
| -80% | – | ﹤0.01% | 1495 |
|
|
2018
Q3 | $2K | Sell |
25
-50
| -67% | -$4K | ﹤0.01% | 1021 |
|
|
2018
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 770 |
|
|
2016
Q4 | – | Sell |
-54
| Closed | -$2K | – | 1392 |
|
|
2016
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 967 |
|