Creative Planning’s Forrester Research FORR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,772	Closed	-$482K	–	3599
2024 Q3	$482K	Buy	26,772 +10,651	+66%	+$192K	﹤0.01%	2143
2024 Q2	$275K	Buy	+16,121	New	+$275K	﹤0.01%	2416