Bogart Wealth LLC’s ForgeRock, Inc. FORG Stock Holding History

Bogart Wealth LLC’s Portfolio FORG Stock Details FORG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,492	Closed	-$71.7K	–	1110
2023 Q2	$71.7K	Sell	3,492 -13	-0.4%	-$260	﹤0.01%	280
2023 Q1	$72.2K	Buy	3,505 +13	+0.4%	+$264	﹤0.01%	270
2022 Q4	$79.5K	Hold	3,492	–	–	0.01%	251
2022 Q3	$51K	Hold	3,492	–	–	﹤0.01%	299
2022 Q2	$75K	Hold	3,492	–	–	0.01%	240
2022 Q1	$77K	Buy	+3,492	New	+$59K	0.01%	233

Bogart Wealth LLC's FORG Position: Q3 2023 in Review

Bogart Wealth LLC sold out of ForgeRock, Inc. (FORG) in Q3 2023, closing a stake of 3,492 shares — an estimated $71.7K sold.

Bogart Wealth LLC first reported a position in FORG in Q1 2022 and held it in 6 quarters. The position peaked at $79.5K in Q4 2022. 0 funds tracked by Wall St. Rank hold FORG as of Q3 2023.

Bogart Wealth LLC reported no remaining ForgeRock, Inc. position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 3,492 ForgeRock, Inc. shares in Q3 2023, an estimated $71.7K.
Bogart Wealth LLC first reported a position in ForgeRock, Inc. in Q1 2022 and held it in 6 quarters.
Bogart Wealth LLC's ForgeRock, Inc. position peaked at $79.5K in Q4 2022.
0 funds tracked by Wall St. Rank held ForgeRock, Inc. as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.