Charles Schwab’s Forian FORA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48,887
| Closed | -$341K | – | 3574 |
|
|
2022
Q1 | $341K | Hold |
48,887
| – | – | ﹤0.01% | 3185 |
|
|
2021
Q4 | $441K | Hold |
48,887
| – | – | ﹤0.01% | 3185 |
|
|
2021
Q3 | $505K | Buy |
48,887
+2,854
| +6% | +$29.5K | ﹤0.01% | 3146 |
|
|
2021
Q2 | $579K | Buy |
+46,033
| New | +$579K | ﹤0.01% | 3115 |
|