Carson Wealth (CWM LLC)’s Forge Global Holdings FRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
3,449
+2,080
| +152% | +$39.8K | ﹤0.01% | 3056 |
|
|
2025
Q1 | $12K | Buy |
1,369
+1,162
| +561% | +$10.2K | ﹤0.01% | 3995 |
|
|
2024
Q4 | $3K | Buy |
207
+154
| +291% | +$2.23K | ﹤0.01% | 4402 |
|
|
2024
Q3 | $1K | Buy |
53
+33
| +165% | +$623 | ﹤0.01% | 4580 |
|
|
2024
Q2 | $0 | Buy |
20
+19
| +1,900% | – | ﹤0.01% | 4698 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4452 |
|