Clearstead Advisors’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 | $20 | Buy |
+1
| New | +$20 | ﹤0.01% | 2704 |
|
|
2024
Q1 | – | Sell |
-1,756
| Closed | -$90.4K | – | 1569 |
|
|
2023
Q4 | $90.4K | Sell |
1,756
-1,757
| -50% | -$90.4K | ﹤0.01% | 605 |
|
|
2023
Q3 | $107K | Buy |
3,513
+1,757
| +100% | +$53.5K | ﹤0.01% | 709 |
|
|
2023
Q2 | $64K | Hold |
1,756
| – | – | ﹤0.01% | 679 |
|
|
2023
Q1 | $46.1K | Hold |
1,756
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $45.6K | Hold |
1,756
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $46K | Buy |
+1,756
| New | +$46K | ﹤0.01% | 625 |
|