Walled Lake Planning & Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-255
| Closed | -$15K | – | 181 |
|
|
2021
Q3 | $15K | Hold |
255
| – | – | 0.01% | 239 |
|
|
2021
Q2 | $12K | Hold |
255
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $9K | Hold |
255
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $8K | Hold |
255
| – | – | 0.01% | 223 |
|
|
2020
Q3 | $6K | Hold |
255
| – | – | ﹤0.01% | 243 |
|
|
2020
Q2 | $7K | Hold |
255
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $5K | Hold |
255
| – | – | ﹤0.01% | 230 |
|
|
2019
Q4 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 232 |
|