Accel Wealth Management’s Forian FORA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-100
| Closed | -$381 | – | 412 |
|
2023
Q1 | $381 | Hold |
100
| – | – | ﹤0.01% | 1221 |
|
2022
Q4 | $273 | Hold |
100
| – | – | ﹤0.01% | 1035 |
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1068 |
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 950 |
|
2022
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 900 |
|