Bogart Wealth LLC’s ForgeRock, Inc. FORG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,492
| Closed | -$71.7K | – | 1115 |
|
|
2023
Q2 | $71.7K | Sell |
3,492
-13
| -0.4% | -$267 | ﹤0.01% | 280 |
|
|
2023
Q1 | $72.2K | Buy |
3,505
+13
| +0.4% | +$268 | ﹤0.01% | 270 |
|
|
2022
Q4 | $79.5K | Hold |
3,492
| – | – | 0.01% | 251 |
|
|
2022
Q3 | $51K | Hold |
3,492
| – | – | ﹤0.01% | 298 |
|
|
2022
Q2 | $75K | Hold |
3,492
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $77K | Buy |
+3,492
| New | +$77K | 0.01% | 231 |
|