Sutton Wealth Advisors’s Forrester Research FORR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-155	Closed	-$5.54K	–	1082
2022 Q4	$5.54K	Buy	155 +17	+12%	+$622	﹤0.01%	1082
2022 Q3	$4.97K	Hold	138	–	–	﹤0.01%	1074
2022 Q2	$6.6K	Sell	138 -5	-3%	-$259	﹤0.01%	1017
2022 Q1	$8.07K	Buy	143 +2	+1%	+$108	﹤0.01%	999
2021 Q4	$8.28K	Buy	141 +3	+2%	+$167	﹤0.01%	989
2021 Q3	$6.8K	Hold	138	–	–	﹤0.01%	1011
2021 Q2	$6.32K	Hold	138	–	–	﹤0.01%	1008
2021 Q1	$5.86K	Hold	138	–	–	﹤0.01%	985
2020 Q4	$5.78K	Hold	138	–	–	﹤0.01%	951
2020 Q3	$4.53K	Hold	138	–	–	﹤0.01%	953
2020 Q2	$4.42K	Hold	138	–	–	﹤0.01%	935
2020 Q1	$4.03K	Sell	138 -47	-25%	-$1.79K	﹤0.01%	890
2019 Q4	$7.71K	Buy	185 +52	+39%	+$1.94K	﹤0.01%	876
2019 Q3	$4.28K	Hold	133	–	–	﹤0.01%	965
2019 Q2	$6.25K	Hold	133	–	–	﹤0.01%	881
2019 Q1	$6.43K	Hold	133	–	–	﹤0.01%	881
2018 Q4	$5.95K	Hold	133	–	–	﹤0.01%	856
2018 Q3	$6.11K	Hold	133	–	–	﹤0.01%	873
2018 Q2	$5.58K	Hold	133	–	–	﹤0.01%	910
2018 Q1	$5.51K	Hold	133	–	–	﹤0.01%	910
2017 Q4	$5.88K	Hold	133	–	–	﹤0.01%	871
2017 Q3	$5.57K	Hold	133	–	–	﹤0.01%	861
2017 Q2	$5.21K	Hold	133	–	–	﹤0.01%	867
2017 Q1	$5.29K	Hold	133	–	–	﹤0.01%	836
2016 Q4	$5.71K	Hold	133	–	–	0.01%	822
2016 Q3	$5.17K	Hold	133	–	–	﹤0.01%	809
2016 Q2	$4.9K	Hold	133	–	–	﹤0.01%	784
2016 Q1	$4.47K	Buy	+133	New	+$4.1K	﹤0.01%	770