Focus Partners Wealth’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 | – | Sell |
-2,759
| Closed | -$23.3K | – | 2064 |
|
|
2025
Q1 | $23.3K | Buy |
2,759
+91
| +3% | +$767 | ﹤0.01% | 1852 |
|
|
2024
Q4 | $37.2K | Buy |
+2,668
| New | +$37.2K | ﹤0.01% | 1812 |
|
|
2024
Q3 | – | Sell |
-2,640
| Closed | -$57K | – | 1611 |
|
|
2024
Q2 | $57K | Hold |
2,640
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q1 | $76K | Buy |
+2,640
| New | +$76K | ﹤0.01% | 968 |
|