Envestnet Asset Management’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,449
| Closed | -$253K | – | 4216 |
|
|
2023
Q4 | $253K | Buy |
9,449
+240
| +3% | +$6.43K | ﹤0.01% | 3708 |
|
|
2023
Q3 | $266K | Buy |
+9,209
| New | +$266K | ﹤0.01% | 3595 |
|
|
2018
Q3 | – | Sell |
-162
| Closed | -$7K | – | 1731 |
|
|
2018
Q2 | $7K | Hold |
162
| – | – | ﹤0.01% | 2602 |
|
|
2018
Q1 | $7K | Buy |
162
+14
| +9% | +$605 | ﹤0.01% | 2555 |
|
|
2017
Q4 | $7K | Buy |
148
+24
| +19% | +$1.14K | ﹤0.01% | 2686 |
|
|
2017
Q3 | $5K | Hold |
124
| – | – | ﹤0.01% | 2707 |
|
|
2017
Q2 | $5K | Hold |
124
| – | – | ﹤0.01% | 2828 |
|
|
2017
Q1 | $5K | Hold |
124
| – | – | ﹤0.01% | 2897 |
|
|
2016
Q4 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 2874 |
|