Seizert Capital Partners’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,917
| Closed | -$247K | – | 184 |
|
|
2022
Q4 | $247K | Sell |
6,917
-6,332
| -48% | -$226K | 0.01% | 185 |
|
|
2022
Q3 | $477K | Sell |
13,249
-4,589
| -26% | -$165K | 0.03% | 157 |
|
|
2022
Q2 | $853K | Hold |
17,838
| – | – | 0.05% | 142 |
|
|
2022
Q1 | $1.01M | Hold |
17,838
| – | – | 0.05% | 138 |
|
|
2021
Q4 | $1.05M | Hold |
17,838
| – | – | 0.05% | 134 |
|
|
2021
Q3 | $879K | Sell |
17,838
-871
| -5% | -$42.9K | 0.04% | 137 |
|
|
2021
Q2 | $857K | Buy |
18,709
+9,534
| +104% | +$437K | 0.04% | 141 |
|
|
2021
Q1 | $390K | Buy |
9,175
+3,356
| +58% | +$143K | 0.02% | 152 |
|
|
2020
Q4 | $244K | Buy |
+5,819
| New | +$244K | 0.01% | 176 |
|
|
2018
Q3 | – | Sell |
-11,366
| Closed | -$471K | – | 232 |
|
|
2018
Q2 | $471K | Hold |
11,366
| – | – | 0.02% | 162 |
|
|
2018
Q1 | $471K | Sell |
11,366
-2,579
| -18% | -$107K | 0.02% | 162 |
|
|
2017
Q4 | $616K | Buy |
13,945
+7,111
| +104% | +$314K | 0.02% | 138 |
|
|
2017
Q3 | $286K | Hold |
6,834
| – | – | 0.01% | 165 |
|
|
2017
Q2 | $268K | Buy |
6,834
+335
| +5% | +$13.1K | 0.01% | 186 |
|
|
2017
Q1 | $258K | Hold |
6,499
| – | – | 0.01% | 202 |
|
|
2016
Q4 | $279K | Hold |
6,499
| – | – | 0.01% | 209 |
|
|
2016
Q3 | $253K | Buy |
+6,499
| New | +$253K | 0.01% | 205 |
|