Simplex Trading’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-222
| Closed | -$2K | – | 2961 |
|
|
2025
Q1 | $2K | Buy |
+222
| New | +$2K | ﹤0.01% | 2105 |
|
|
2024
Q2 | – | Sell |
-209
| Closed | -$4K | – | 2946 |
|
|
2024
Q1 | $4K | Buy |
209
+28
| +15% | +$536 | ﹤0.01% | 2024 |
|
|
2023
Q4 | $4K | Sell |
181
-685
| -79% | -$15.1K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $25K | Buy |
866
+605
| +232% | +$17.5K | ﹤0.01% | 1421 |
|
|
2023
Q2 | $7K | Buy |
+261
| New | +$7K | ﹤0.01% | 1843 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3166 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3356 |
|
|
2020
Q2 | – | Sell |
-6,755
| Closed | -$197K | – | 2383 |
|
|
2020
Q1 | $197K | Sell |
6,755
-9,124
| -57% | -$266K | ﹤0.01% | 730 |
|
|
2019
Q4 | $662K | Buy |
15,879
+9,004
| +131% | +$375K | ﹤0.01% | 383 |
|
|
2019
Q3 | $220K | Buy |
+6,875
| New | +$220K | ﹤0.01% | 604 |
|
|
2019
Q2 | – | Sell |
-93
| Closed | -$4K | – | 2157 |
|
|
2019
Q1 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 1564 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2239 |
|
|
2018
Q3 | – | Sell |
-1,707
| Closed | -$71K | – | 2354 |
|
|
2018
Q2 | $71K | Buy |
+1,707
| New | +$71K | ﹤0.01% | 1136 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2105 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2165 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2155 |
|