Bank of Montreal’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,518
| Closed | -$200K | – | 3657 |
|
|
2022
Q1 | $200K | Buy |
+3,518
| New | +$200K | ﹤0.01% | 2989 |
|
|
2021
Q2 | – | Sell |
-2,867
| Closed | -$119K | – | 3879 |
|
|
2021
Q1 | $119K | Sell |
2,867
-96
| -3% | -$3.99K | ﹤0.01% | 2947 |
|
|
2020
Q4 | $128K | Buy |
2,963
+1,756
| +145% | +$75.9K | ﹤0.01% | 3002 |
|
|
2020
Q3 | $40K | Sell |
1,207
-371
| -24% | -$12.3K | ﹤0.01% | 3127 |
|
|
2020
Q2 | $51K | Buy |
1,578
+971
| +160% | +$31.4K | ﹤0.01% | 3070 |
|
|
2020
Q1 | $16K | Sell |
607
-1,110
| -65% | -$29.3K | ﹤0.01% | 3024 |
|
|
2019
Q4 | $71K | Buy |
1,717
+320
| +23% | +$13.2K | ﹤0.01% | 3146 |
|
|
2019
Q3 | $45K | Sell |
1,397
-401
| -22% | -$12.9K | ﹤0.01% | 3189 |
|
|
2019
Q2 | $86K | Buy |
1,798
+886
| +97% | +$42.4K | ﹤0.01% | 2984 |
|
|
2019
Q1 | $44K | Buy |
912
+176
| +24% | +$8.49K | ﹤0.01% | 2986 |
|
|
2018
Q4 | $33K | Sell |
736
-1,682
| -70% | -$75.4K | ﹤0.01% | 3109 |
|
|
2018
Q3 | $111K | Sell |
2,418
-2
| -0.1% | -$92 | ﹤0.01% | 2758 |
|
|
2018
Q2 | $101K | Sell |
2,420
-20
| -0.8% | -$835 | ﹤0.01% | 2810 |
|
|
2018
Q1 | $101K | Buy |
2,440
+87
| +4% | +$3.6K | ﹤0.01% | 2718 |
|
|
2017
Q4 | $105K | Buy |
2,353
+721
| +44% | +$32.2K | ﹤0.01% | 2701 |
|
|
2017
Q3 | $68K | Buy |
1,632
+1,125
| +222% | +$46.9K | ﹤0.01% | 2860 |
|
|
2017
Q2 | $20K | Sell |
507
-399
| -44% | -$15.7K | ﹤0.01% | 3233 |
|
|
2017
Q1 | $36K | Buy |
906
+245
| +37% | +$9.74K | ﹤0.01% | 2930 |
|
|
2016
Q4 | $27K | Hold |
661
| – | – | ﹤0.01% | 3003 |
|
|
2016
Q3 | $26K | Hold |
661
| – | – | ﹤0.01% | 2995 |
|
|
2016
Q2 | $24K | Hold |
661
| – | – | ﹤0.01% | 3047 |
|
|
2016
Q1 | $22K | Buy |
661
+399
| +152% | +$13.3K | ﹤0.01% | 3119 |
|
|
2015
Q4 | $7K | Sell |
262
-198
| -43% | -$5.29K | ﹤0.01% | 3461 |
|
|
2015
Q3 | $14K | Sell |
460
-1,266
| -73% | -$38.5K | ﹤0.01% | 3133 |
|
|
2015
Q2 | $62K | Sell |
1,726
-39
| -2% | -$1.4K | ﹤0.01% | 2732 |
|
|
2015
Q1 | $65K | Sell |
1,765
-474
| -21% | -$17.5K | ﹤0.01% | 2601 |
|
|
2014
Q4 | $88K | Hold |
2,239
| – | – | ﹤0.01% | 2469 |
|
|
2014
Q3 | $83K | Sell |
2,239
-4,790
| -68% | -$178K | ﹤0.01% | 2481 |
|
|
2014
Q2 | $266K | Buy |
7,029
+290
| +4% | +$11K | ﹤0.01% | 2022 |
|
|
2014
Q1 | $242K | Sell |
6,739
-365
| -5% | -$13.1K | ﹤0.01% | 1957 |
|
|
2013
Q4 | $272K | Buy |
7,104
+227
| +3% | +$8.69K | ﹤0.01% | 1819 |
|
|
2013
Q3 | $252K | Buy |
6,877
+230
| +3% | +$8.43K | ﹤0.01% | 1792 |
|
|
2013
Q2 | $244K | Buy |
+6,647
| New | +$244K | ﹤0.01% | 1756 |
|