Texas Capital Bank Wealth Management Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,155
| Closed | -$238K | – | 225 |
|
|
2023
Q2 | $238K | Buy |
3,155
+5
| +0.2% | +$378 | 0.03% | 187 |
|
|
2023
Q1 | $209K | Buy |
+3,150
| New | +$209K | 0.02% | 173 |
|
|
2022
Q2 | – | Sell |
-3,150
| Closed | -$215K | – | 156 |
|
|
2022
Q1 | $215K | Hold |
3,150
| – | – | 0.02% | 162 |
|
|
2021
Q4 | $226K | Buy |
+3,150
| New | +$226K | 0.02% | 148 |
|