Mutual of America Capital Management’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,227
| Closed | -$80K | – | 1502 |
|
|
2022
Q3 | $80K | Buy |
2,227
+388
| +21% | +$13.9K | ﹤0.01% | 1562 |
|
|
2022
Q2 | $88K | Buy |
1,839
+238
| +15% | +$11.4K | ﹤0.01% | 1525 |
|
|
2022
Q1 | $90K | Buy |
1,601
+81
| +5% | +$4.55K | ﹤0.01% | 1543 |
|
|
2021
Q4 | $89K | Buy |
1,520
+38
| +3% | +$2.23K | ﹤0.01% | 1555 |
|
|
2021
Q3 | $73K | Sell |
1,482
-94
| -6% | -$4.63K | ﹤0.01% | 1584 |
|
|
2021
Q2 | $72K | Buy |
1,576
+108
| +7% | +$4.93K | ﹤0.01% | 1613 |
|
|
2021
Q1 | $62K | Buy |
1,468
+94
| +7% | +$3.97K | ﹤0.01% | 1619 |
|
|
2020
Q4 | $58K | Buy |
1,374
+46
| +3% | +$1.94K | ﹤0.01% | 1582 |
|
|
2020
Q3 | $44K | Buy |
1,328
+810
| +156% | +$26.8K | ﹤0.01% | 1565 |
|
|
2020
Q2 | $17K | Buy |
518
+56
| +12% | +$1.84K | ﹤0.01% | 1577 |
|
|
2020
Q1 | $14K | Buy |
462
+82
| +22% | +$2.49K | ﹤0.01% | 1550 |
|
|
2019
Q4 | $16K | Sell |
380
-13
| -3% | -$547 | ﹤0.01% | 1597 |
|
|
2019
Q3 | $13K | Buy |
393
+24
| +7% | +$794 | ﹤0.01% | 1627 |
|
|
2019
Q2 | $17K | Buy |
369
+78
| +27% | +$3.59K | ﹤0.01% | 1588 |
|
|
2019
Q1 | $14K | Buy |
291
+36
| +14% | +$1.73K | ﹤0.01% | 1591 |
|
|
2018
Q4 | $11K | Buy |
255
+63
| +33% | +$2.72K | ﹤0.01% | 1591 |
|
|
2018
Q3 | $9K | Buy |
192
+156
| +433% | +$7.31K | ﹤0.01% | 1640 |
|
|
2018
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1602 |
|