Aperio Group’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,622
| Closed | -$217K | – | 2471 |
|
|
2019
Q2 | $217K | Sell |
4,622
-549
| -11% | -$26.4K | ﹤0.01% | 2148 |
|
|
2019
Q1 | $250K | Buy |
5,171
+415
| +9% | +$19.3K | ﹤0.01% | 2083 |
|
|
2018
Q4 | $213K | Sell |
4,756
-802
| -14% | -$34.2K | ﹤0.01% | 2096 |
|
|
2018
Q3 | $255K | Sell |
5,558
-94
| -2% | -$4.32K | ﹤0.01% | 2088 |
|
|
2018
Q2 | $237K | Sell |
5,652
-192
| -3% | -$8.22K | ﹤0.01% | 2102 |
|
|
2018
Q1 | $242K | Sell |
5,844
-1,406
| -19% | -$60K | ﹤0.01% | 2055 |
|
|
2017
Q4 | $320K | Sell |
7,250
-106
| -1% | -$4.76K | ﹤0.01% | 1912 |
|
|
2017
Q3 | $308K | Buy |
7,356
+553
| +8% | +$22.3K | ﹤0.01% | 1907 |
|
|
2017
Q2 | $266K | Buy |
6,803
+860
| +14% | +$34K | ﹤0.01% | 1953 |
|
|
2017
Q1 | $236K | Buy |
5,943
+841
| +16% | +$33K | ﹤0.01% | 1956 |
|
|
2016
Q4 | $219K | Sell |
5,102
-878
| -15% | -$34.9K | ﹤0.01% | 1956 |
|
|
2016
Q3 | $233K | Buy |
5,980
+48
| +0.8% | +$1.9K | ﹤0.01% | 1863 |
|
|
2016
Q2 | $219K | Sell |
5,932
-195
| -3% | -$6.96K | ﹤0.01% | 1819 |
|
|
2016
Q1 | $206K | Buy |
+6,127
| New | +$189K | ﹤0.01% | 1861 |
|
|
2015
Q3 | – | Sell |
-8,341
| Closed | -$300K | – | 1959 |
|
|
2015
Q2 | $300K | Buy |
8,341
+953
| +13% | +$33.7K | ﹤0.01% | 1633 |
|
|
2015
Q1 | $272K | Buy |
7,388
+240
| +3% | +$9K | ﹤0.01% | 1636 |
|
|
2014
Q4 | $281K | Buy |
7,148
+1,501
| +27% | +$59.5K | ﹤0.01% | 1542 |
|
|
2014
Q3 | $208K | Buy |
5,647
+10
| +0.2% | +$383 | ﹤0.01% | 1579 |
|
|
2014
Q2 | $214K | Sell |
5,637
-194
| -3% | -$7.1K | ﹤0.01% | 1583 |
|
|
2014
Q1 | $209K | Buy |
+5,831
| New | +$217K | ﹤0.01% | 1839 |
|
|
2013
Q4 | – | Sell |
-5,637
| Closed | -$215K | – | 1763 |
|
|
2013
Q3 | $207K | Buy |
+5,637
| New | +$200K | ﹤0.01% | 1623 |
|
Other funds holding FORR
ACH
