TrinityPoint Wealth’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,929
Closed -$222K 285
2022
Q2
$222K Buy
3,929
+949
+32% +$53.6K 0.05% 250
2022
Q1
$204K Sell
2,980
-1,625
-35% -$111K 0.04% 298
2021
Q4
$331K Sell
4,605
-225
-5% -$16.2K 0.06% 238
2021
Q3
$282K Sell
4,830
-545
-10% -$31.8K 0.05% 250
2021
Q2
$256K Sell
5,375
-615
-10% -$29.3K 0.05% 231
2021
Q1
$221K Buy
+5,990
New +$221K 0.05% 228