Massachusetts Financial Services’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45,463
| Closed | -$1.47M | – | 839 |
|
|
2023
Q1 | $1.47M | Sell |
45,463
-54,268
| -54% | -$1.76M | ﹤0.01% | 728 |
|
|
2022
Q4 | $3.57M | Buy |
99,731
+10,910
| +12% | +$390K | ﹤0.01% | 675 |
|
|
2022
Q3 | $3.2M | Sell |
88,821
-810
| -0.9% | -$29.2K | ﹤0.01% | 681 |
|
|
2022
Q2 | $4.29M | Buy |
89,631
+453
| +0.5% | +$21.7K | ﹤0.01% | 665 |
|
|
2022
Q1 | $5.03M | Buy |
89,178
+914
| +1% | +$51.6K | ﹤0.01% | 675 |
|
|
2021
Q4 | $5.18M | Buy |
88,264
+9,308
| +12% | +$547K | ﹤0.01% | 701 |
|
|
2021
Q3 | $3.89M | Sell |
78,956
-1,034
| -1% | -$50.9K | ﹤0.01% | 729 |
|
|
2021
Q2 | $3.66M | Buy |
79,990
+682
| +0.9% | +$31.2K | ﹤0.01% | 729 |
|
|
2021
Q1 | $3.37M | Sell |
79,308
-9,403
| -11% | -$399K | ﹤0.01% | 720 |
|
|
2020
Q4 | $3.72M | Sell |
88,711
-2,897
| -3% | -$121K | ﹤0.01% | 691 |
|
|
2020
Q3 | $3M | Sell |
91,608
-3,590
| -4% | -$118K | ﹤0.01% | 683 |
|
|
2020
Q2 | $3.05M | Sell |
95,198
-2,429
| -2% | -$77.8K | ﹤0.01% | 654 |
|
|
2020
Q1 | $2.85M | Buy |
97,627
+15,452
| +19% | +$452K | ﹤0.01% | 652 |
|
|
2019
Q4 | $3.43M | Sell |
82,175
-153,184
| -65% | -$6.39M | ﹤0.01% | 668 |
|
|
2019
Q3 | $7.57M | Sell |
235,359
-65,996
| -22% | -$2.12M | ﹤0.01% | 630 |
|
|
2019
Q2 | $14.2M | Buy |
301,355
+18,175
| +6% | +$855K | 0.01% | 585 |
|
|
2019
Q1 | $13.7M | Sell |
283,180
-235,735
| -45% | -$11.4M | 0.01% | 582 |
|
|
2018
Q4 | $23.2M | Buy |
518,915
+24,608
| +5% | +$1.1M | 0.01% | 481 |
|
|
2018
Q3 | $22.7M | Buy |
494,307
+28,443
| +6% | +$1.31M | 0.01% | 508 |
|
|
2018
Q2 | $19.5M | Buy |
465,864
+74,037
| +19% | +$3.11M | 0.01% | 518 |
|
|
2018
Q1 | $16.2M | Buy |
391,827
+29,751
| +8% | +$1.23M | 0.01% | 531 |
|
|
2017
Q4 | $16M | Buy |
362,076
+29,665
| +9% | +$1.31M | 0.01% | 546 |
|
|
2017
Q3 | $13.9M | Buy |
332,411
+61,554
| +23% | +$2.58M | 0.01% | 549 |
|
|
2017
Q2 | $10.6M | Buy |
270,857
+31,220
| +13% | +$1.22M | ﹤0.01% | 590 |
|
|
2017
Q1 | $9.53M | Buy |
239,637
+34,540
| +17% | +$1.37M | ﹤0.01% | 590 |
|
|
2016
Q4 | $8.81M | Buy |
205,097
+43,212
| +27% | +$1.86M | ﹤0.01% | 605 |
|
|
2016
Q3 | $6.3M | Sell |
161,885
-47,604
| -23% | -$1.85M | ﹤0.01% | 628 |
|
|
2016
Q2 | $7.72M | Buy |
209,489
+7,977
| +4% | +$294K | ﹤0.01% | 599 |
|
|
2016
Q1 | $6.77M | Buy |
201,512
+24,025
| +14% | +$808K | ﹤0.01% | 611 |
|
|
2015
Q4 | $5.05M | Buy |
177,487
+10,416
| +6% | +$297K | ﹤0.01% | 651 |
|
|
2015
Q3 | $5.25M | Sell |
167,071
-28,199
| -14% | -$887K | ﹤0.01% | 662 |
|
|
2015
Q2 | $7.03M | Buy |
195,270
+7,337
| +4% | +$264K | ﹤0.01% | 636 |
|
|
2015
Q1 | $6.91M | Sell |
187,933
-36,317
| -16% | -$1.34M | ﹤0.01% | 640 |
|
|
2014
Q4 | $8.83M | Buy |
224,250
+7,644
| +4% | +$301K | ﹤0.01% | 628 |
|
|
2014
Q3 | $7.98M | Buy |
216,606
+17,033
| +9% | +$628K | ﹤0.01% | 634 |
|
|
2014
Q2 | $7.56M | Buy |
199,573
+16,833
| +9% | +$638K | ﹤0.01% | 628 |
|
|
2014
Q1 | $6.55M | Sell |
182,740
-499,540
| -73% | -$17.9M | ﹤0.01% | 606 |
|
|
2013
Q4 | $26.1M | Buy |
682,280
+285,523
| +72% | +$10.9M | 0.01% | 442 |
|
|
2013
Q3 | $14.6M | Buy |
396,757
+340,587
| +606% | +$12.5M | 0.01% | 513 |
|
|
2013
Q2 | $2.06M | Buy |
+56,170
| New | +$2.06M | ﹤0.01% | 659 |
|