CAPTRUST Financial Advisors’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-453
| Closed | -$22K | – | 2777 |
|
|
2022
Q2 | $22K | Sell |
453
-16
| -3% | -$777 | ﹤0.01% | 3316 |
|
|
2022
Q1 | $26K | Buy |
469
+335
| +250% | +$18.6K | ﹤0.01% | 3230 |
|
|
2021
Q4 | $8K | Hold |
134
| – | – | ﹤0.01% | 3843 |
|
|
2021
Q3 | $7K | Hold |
134
| – | – | ﹤0.01% | 3802 |
|
|
2021
Q2 | $6K | Hold |
134
| – | – | ﹤0.01% | 3777 |
|
|
2021
Q1 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 3650 |
|