Panagora Asset Management’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 |
-29,330
| Closed | -$632K | – | 1229 |
|
2024
Q1 | $632K | Sell |
29,330
-3,857
| -12% | -$83.2K | ﹤0.01% | 926 |
|
2023
Q4 | $890K | Sell |
33,187
-23,732
| -42% | -$636K | 0.01% | 850 |
|
2023
Q3 | $1.64M | Sell |
56,919
-1,483
| -3% | -$42.9K | 0.01% | 595 |
|
2023
Q2 | $1.7M | Sell |
58,402
-439
| -0.7% | -$12.8K | 0.01% | 595 |
|
2023
Q1 | $1.9M | Buy |
58,841
+334
| +0.6% | +$10.8K | 0.01% | 584 |
|
2022
Q4 | $2.09M | Buy |
58,507
+98
| +0.2% | +$3.5K | 0.01% | 618 |
|
2022
Q3 | $2.1M | Buy |
58,409
+3,555
| +6% | +$128K | 0.01% | 582 |
|
2022
Q2 | $2.62M | Buy |
54,854
+15,585
| +40% | +$746K | 0.02% | 557 |
|
2022
Q1 | $2.22M | Buy |
39,269
+10,314
| +36% | +$582K | 0.01% | 651 |
|
2021
Q4 | $1.7M | Buy |
28,955
+24,158
| +504% | +$1.42M | 0.01% | 702 |
|
2021
Q3 | $236K | Buy |
4,797
+2,216
| +86% | +$109K | ﹤0.01% | 1601 |
|
2021
Q2 | $118K | Buy |
2,581
+34
| +1% | +$1.55K | ﹤0.01% | 1833 |
|
2021
Q1 | $108K | Hold |
2,547
| – | – | ﹤0.01% | 1978 |
|
2020
Q4 | $107K | Buy |
2,547
+154
| +6% | +$6.47K | ﹤0.01% | 1819 |
|
2020
Q3 | $78K | Hold |
2,393
| – | – | ﹤0.01% | 1906 |
|
2020
Q2 | $77K | Hold |
2,393
| – | – | ﹤0.01% | 1874 |
|
2020
Q1 | $70K | Buy |
+2,393
| New | +$70K | ﹤0.01% | 1803 |
|
2019
Q4 | – | Sell |
-4,624
| Closed | -$149K | – | 2499 |
|
2019
Q3 | $149K | Sell |
4,624
-6,018
| -57% | -$194K | ﹤0.01% | 1722 |
|
2019
Q2 | $500K | Buy |
10,642
+6,236
| +142% | +$293K | ﹤0.01% | 1426 |
|
2019
Q1 | $213K | Buy |
+4,406
| New | +$213K | ﹤0.01% | 1693 |
|
2018
Q3 | – | Sell |
-7,881
| Closed | -$331K | – | 2430 |
|
2018
Q2 | $331K | Hold |
7,881
| – | – | ﹤0.01% | 1494 |
|
2018
Q1 | $327K | Buy |
7,881
+143
| +2% | +$5.93K | ﹤0.01% | 1515 |
|
2017
Q4 | $342K | Hold |
7,738
| – | – | ﹤0.01% | 1487 |
|
2017
Q3 | $324K | Hold |
7,738
| – | – | ﹤0.01% | 1497 |
|
2017
Q2 | $303K | Buy |
+7,738
| New | +$303K | ﹤0.01% | 1502 |
|
2017
Q1 | – | Sell |
-2,679
| Closed | -$115K | – | 2401 |
|
2016
Q4 | $115K | Sell |
2,679
-3,671
| -58% | -$158K | ﹤0.01% | 1909 |
|
2016
Q3 | $247K | Buy |
+6,350
| New | +$247K | ﹤0.01% | 1696 |
|
2014
Q2 | – | Sell |
-12,865
| Closed | -$461K | – | 2341 |
|
2014
Q1 | $461K | Sell |
12,865
-47,377
| -79% | -$1.7M | ﹤0.01% | 1445 |
|
2013
Q4 | $2.31M | Buy |
60,242
+10,023
| +20% | +$384K | 0.01% | 805 |
|
2013
Q3 | $1.85M | Buy |
+50,219
| New | +$1.85M | 0.01% | 843 |
|