Catalyst Private Wealth’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
-11,830
Closed -$243K 75
2023
Q2
$243K Sell
11,830
-14,600
-55% -$300K 0.15% 67
2023
Q1
$544K Buy
+26,430
New +$544K 0.38% 48