Lido Advisors’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,414
| Closed | -$372K | – | 1009 |
|
|
2022
Q4 | $372K | Buy |
10,414
+1,104
| +12% | +$39.5K | ﹤0.01% | 647 |
|
|
2022
Q3 | $335K | Buy |
9,310
+2,008
| +27% | +$72.3K | ﹤0.01% | 622 |
|
|
2022
Q2 | $349K | Sell |
7,302
-108
| -1% | -$5.16K | ﹤0.01% | 579 |
|
|
2022
Q1 | $418K | Buy |
+7,410
| New | +$418K | ﹤0.01% | 584 |
|