WR Wealth Planners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $20.9K | Buy |
221
+7
| +3% | +$661 | 0.01% | 453 |
|
2024
Q3 | $16.6K | Buy |
214
+5
| +2% | +$388 | ﹤0.01% | 541 |
|
2024
Q2 | $12.6K | Buy |
209
+146
| +232% | +$8.8K | ﹤0.01% | 549 |
|
2024
Q1 | $4.3K | Buy |
+63
| New | +$4.3K | ﹤0.01% | 749 |
|
2023
Q4 | – | Sell |
-315
| Closed | -$18.5K | – | 434 |
|
2023
Q3 | $18.5K | Buy |
315
+40
| +15% | +$2.35K | 0.01% | 443 |
|
2023
Q2 | $20.8K | Buy |
+275
| New | +$20.8K | 0.01% | 423 |
|