Forum Financial Management, LP's ownership history for CEF

Forum Financial Management, LP currently holds 15.3K shares with a market value of $615.5K. It started holding CEF on 2025-12-31. At its peak, it held 15.3K shares on 2026-03-31. Its highest holding value was $730.1K on 2026-03-31. At its lowest, it held 10.3K shares on 2025-12-31, with a value of $471.7K on 2025-12-31. In the recent 180 days, Forum Financial Management, LP has increased its shares by 5.0K.