Global Retirement Partners’s Firsthand Technology Value Fund, Inc. Common Stock SVVC Stock Holding History

Global Retirement Partners’s Portfolio SVVC Stock Details SVVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-75	Closed	-$28	–	3514
2023 Q3	$28	Hold	75	–	–	﹤0.01%	3216
2023 Q2	$47	Hold	75	–	–	﹤0.01%	3159
2023 Q1	$65	Hold	75	–	–	﹤0.01%	3143
2022 Q4	$71	Buy	+75	New	+$89	﹤0.01%	2983

Other funds holding SVVC

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return

Global Retirement Partners's SVVC Position: Q4 2023 in Review

Global Retirement Partners sold out of Firsthand Technology Value Fund, Inc. Common Stock (SVVC) in Q4 2023, closing a stake of 75 shares — an estimated $28 sold.

Global Retirement Partners first reported a position in SVVC in Q4 2022 and held it in 4 quarters. The position peaked at $71 in Q4 2022. 2 funds tracked by Wall St. Rank hold SVVC as of Q4 2023.

Global Retirement Partners reported no remaining Firsthand Technology Value Fund, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 75 Firsthand Technology Value Fund, Inc. Common Stock shares in Q4 2023, an estimated $28.
Global Retirement Partners first reported a position in Firsthand Technology Value Fund, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
Global Retirement Partners's Firsthand Technology Value Fund, Inc. Common Stock position peaked at $71 in Q4 2022.
2 funds tracked by Wall St. Rank held Firsthand Technology Value Fund, Inc. Common Stock as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.