WealthPLAN Partners’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 |
-35
| Closed | -$2.65K | – | 597 |
|
2023
Q2 | $2.65K | Hold |
35
| – | – | ﹤0.01% | 1037 |
|
2023
Q1 | $2.33K | Buy |
+35
| New | +$2.33K | ﹤0.01% | 1111 |
|
2016
Q3 | $4.42K | Hold |
600
| – | – | ﹤0.01% | 743 |
|
2016
Q2 | $3.79K | Buy |
+600
| New | +$3.79K | ﹤0.01% | 2077 |
|
2015
Q4 | $3.74K | Buy |
+600
| New | +$3.74K | ﹤0.01% | 1398 |
|