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Forum Financial Management’s P3 Health Partners PIII Stock Holding History

Forum Financial Management’s Portfolio PIII Stock Details PIII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$46K – 602
2022
Q3 		$46K Hold
200
– – ﹤0.01% 533
2022
Q2 		$37K Hold
200
– – ﹤0.01% 569
2022
Q1 		$78K Buy
+200
New +$78K ﹤0.01% 598