Guggenheim Capital’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,800
| Closed | -$243K | – | 2148 |
|
|
2020
Q4 | $243K | Buy |
+5,800
| New | +$243K | ﹤0.01% | 1892 |
|
|
2017
Q4 | – | Sell |
-21,668
| Closed | -$906K | – | 2745 |
|
|
2017
Q3 | $906K | Buy |
21,668
+1,575
| +8% | +$65.9K | ﹤0.01% | 2135 |
|
|
2017
Q2 | $786K | Sell |
20,093
-1,048
| -5% | -$41K | ﹤0.01% | 2200 |
|
|
2017
Q1 | $841K | Sell |
21,141
-2,293
| -10% | -$91.2K | ﹤0.01% | 2188 |
|
|
2016
Q4 | $1.01M | Buy |
+23,434
| New | +$1.01M | ﹤0.01% | 2132 |
|