Wealthspire Advisors (Maryland)’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,160
| Closed | -$53K | – | 1045 |
|
|
2019
Q1 | $53K | Sell |
3,160
-205
| -6% | -$3.44K | ﹤0.01% | 872 |
|
|
2018
Q4 | $47K | Buy |
3,365
+295
| +10% | +$4.12K | ﹤0.01% | 880 |
|
|
2018
Q3 | $57K | Sell |
3,070
-450
| -13% | -$8.36K | ﹤0.01% | 918 |
|
|
2018
Q2 | $44K | Buy |
3,520
+775
| +28% | +$9.69K | ﹤0.01% | 1017 |
|
|
2018
Q1 | $29K | Buy |
2,745
+625
| +29% | +$6.6K | ﹤0.01% | 1172 |
|
|
2017
Q4 | $19K | Buy |
2,120
+85
| +4% | +$762 | ﹤0.01% | 1343 |
|
|
2017
Q3 | $15K | Buy |
2,035
+910
| +81% | +$6.71K | ﹤0.01% | 1406 |
|
|
2017
Q2 | $8K | Buy |
1,125
+1,055
| +1,507% | +$7.5K | ﹤0.01% | 1612 |
|
|
2017
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1793 |
|
|
2016
Q1 | – | Sell |
-1,325
| Closed | -$8K | – | 1779 |
|
|
2015
Q4 | $8K | Buy |
+1,325
| New | +$8K | ﹤0.01% | 1248 |
|