BWA
FORG

Bordeaux Wealth Advisors’s ForgeRock, Inc. FORG Stock Holding History

Bordeaux Wealth Advisors’s Portfolio FORG Stock Details FORG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,000
Closed -$411K – 105
2023
Q2 		$411K Hold
20,000
– – 0.17% 68
2023
Q1 		$412K Hold
20,000
– – 0.21% 69
2022
Q4 		$455K Buy
+20,000
New +$455K 0.25% 55