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 |
|