Principal Financial Group’s Forge Global Holdings FRGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-735
Closed -$16.1K 2295
2024
Q2
$16.1K Sell
735
-102
-12% -$2.24K ﹤0.01% 2348
2024
Q1
$24.2K Sell
837
-86
-9% -$2.49K ﹤0.01% 2394
2023
Q4
$47.5K Sell
923
-105
-10% -$5.4K ﹤0.01% 2334
2023
Q3
$31.3K Buy
1,028
+250
+32% +$7.61K ﹤0.01% 2382
2023
Q2
$28.3K Buy
+778
New +$28.3K ﹤0.01% 2395