YorkBridge Wealth Partners’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,715
| Closed | -$368K | – | 261 |
|
|
2021
Q2 | $368K | Sell |
7,715
-1,415
| -15% | -$67.5K | 0.1% | 168 |
|
|
2021
Q1 | $337K | Buy |
9,130
+2,125
| +30% | +$78.4K | 0.1% | 173 |
|
|
2020
Q4 | $208K | Buy |
+7,005
| New | +$208K | 0.07% | 208 |
|
|
2017
Q2 | – | Sell |
-4,065
| Closed | -$32K | – | 886 |
|
|
2017
Q1 | $32K | Sell |
4,065
-405
| -9% | -$3.19K | 0.02% | 427 |
|
|
2016
Q4 | $27K | Buy |
+4,470
| New | +$27K | 0.02% | 431 |
|