Thomas J. Herzfeld Advisors’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 |
-67
| Closed | -$1.46K | – | 194 |
|
|
2024
Q2 | $1.46K | Hold |
67
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $1.93K | Hold |
67
| – | – | ﹤0.01% | 149 |
|
|
2023
Q4 | $3.43K | Hold |
67
| – | – | ﹤0.01% | 150 |
|
|
2023
Q3 | $2.03K | Hold |
67
| – | – | ﹤0.01% | 318 |
|
|
2023
Q2 | $2.43K | Hold |
67
| – | – | ﹤0.01% | 315 |
|
|
2023
Q1 | $1.75K | Hold |
67
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $1.73K | Hold |
67
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 283 |
|