Diversified Trust’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,582
| Closed | -$307K | – | 862 |
|
|
2022
Q4 | $307K | Hold |
8,582
| – | – | 0.01% | 576 |
|
|
2022
Q3 | $309K | Hold |
8,582
| – | – | 0.01% | 531 |
|
|
2022
Q2 | $411K | Hold |
8,582
| – | – | 0.02% | 458 |
|
|
2022
Q1 | $484K | Buy |
8,582
+669
| +8% | +$37.7K | 0.02% | 467 |
|
|
2021
Q4 | $465K | Buy |
+7,913
| New | +$465K | 0.02% | 481 |
|