Kore Private Wealth’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-379
| Closed | -$12K | – | 555 |
|
|
2020
Q2 | $12K | Buy |
379
+129
| +52% | +$4.08K | ﹤0.01% | 748 |
|
|
2020
Q1 | $7K | Hold |
250
| – | – | ﹤0.01% | 740 |
|
|
2019
Q4 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 742 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$12K | – | 429 |
|
|
2019
Q1 | $12K | Hold |
250
| – | – | ﹤0.01% | 591 |
|
|
2018
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 560 |
|