Paloma Partners’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,276
| Closed | -$222K | – | 867 |
|
2024
Q1 | $222K | Buy |
+10,276
| New | +$222K | 0.01% | 349 |
|
2022
Q1 | – | Sell |
-4,115
| Closed | -$242K | – | 1456 |
|
2021
Q4 | $242K | Buy |
+4,115
| New | +$242K | ﹤0.01% | 1236 |
|
2019
Q3 | – | Sell |
-5,423
| Closed | -$255K | – | 1678 |
|
2019
Q2 | $255K | Buy |
+5,423
| New | +$255K | ﹤0.01% | 1150 |
|
2014
Q2 | – | Sell |
-18,432
| Closed | -$661K | – | 1054 |
|
2014
Q1 | $661K | Buy |
18,432
+5,593
| +44% | +$201K | 0.04% | 269 |
|
2013
Q4 | $492K | Buy |
+12,839
| New | +$492K | 0.02% | 580 |
|