Private Wealth Management Group’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67K | Buy |
169
+115
| +213% | +$1.14K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $499 | Buy |
+54
| New | +$499 | ﹤0.01% | 1405 |
|
|
2024
Q4 | – | Sell |
-61
| Closed | -$1.1K | – | 1532 |
|
|
2024
Q3 | $1.1K | Hold |
61
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q2 | $1.04K | Sell |
61
-13
| -18% | -$222 | ﹤0.01% | 1275 |
|
|
2024
Q1 | $1.6K | Buy |
+74
| New | +$1.6K | ﹤0.01% | 1075 |
|