EverSource Wealth Advisors’s Forrester Research FORR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.53K	Buy	+963	New	+$9.53K	﹤0.01%	2829
2024 Q4	–	Sell	-100	Closed	-$1.8K	–	3778
2024 Q3	$1.8K	Hold	100	–	–	﹤0.01%	2577
2024 Q2	$2.02K	Buy	+100	New	+$2.02K	﹤0.01%	2545