SSG
FORG

Summit Securities Group’s ForgeRock, Inc. FORG Stock Holding History

Summit Securities Group’s Portfolio FORG Stock Details FORG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,500
Closed -$31K – 935
2023
Q2 		$31K Sell
1,500
-3,400
-69% -$70.3K ﹤0.01% 410
2023
Q1 		$101K Sell
4,900
-28,790
-85% -$593K 0.01% 176
2022
Q4 		$767K Buy
+33,690
New +$767K 0.03% 68