Inspire Investing’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,779
| Closed | -$314K | – | 835 |
|
2023
Q2 | $314K | Buy |
10,779
+2,300
| +27% | +$66.9K | 0.04% | 627 |
|
2023
Q1 | $274K | Buy |
8,479
+1,880
| +28% | +$60.8K | 0.03% | 483 |
|
2022
Q4 | $236K | Buy |
6,599
+865
| +15% | +$30.9K | 0.03% | 480 |
|
2022
Q3 | $206K | Buy |
5,734
+1,274
| +29% | +$45.8K | 0.03% | 619 |
|
2022
Q2 | $213K | Buy |
4,460
+266
| +6% | +$12.7K | 0.03% | 413 |
|
2022
Q1 | $237K | Sell |
4,194
-66
| -2% | -$3.73K | 0.03% | 417 |
|
2021
Q4 | $250K | Sell |
4,260
-400
| -9% | -$23.5K | 0.03% | 448 |
|
2021
Q3 | $230K | Buy |
+4,660
| New | +$230K | 0.03% | 589 |
|