Sutton Wealth Advisors’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-155
| Closed | -$5.54K | – | 1082 |
|
|
2022
Q4 | $5.54K | Buy |
155
+17
| +12% | +$608 | ﹤0.01% | 1082 |
|
|
2022
Q3 | $4.97K | Hold |
138
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q2 | $6.6K | Sell |
138
-5
| -3% | -$239 | ﹤0.01% | 1017 |
|
|
2022
Q1 | $8.07K | Buy |
143
+2
| +1% | +$113 | ﹤0.01% | 999 |
|
|
2021
Q4 | $8.28K | Buy |
141
+3
| +2% | +$176 | ﹤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% | -$1.37K | ﹤0.01% | 890 |
|
|
2019
Q4 | $7.72K | Buy |
185
+52
| +39% | +$2.17K | ﹤0.01% | 876 |
|
|
2019
Q3 | $4.28K | Hold |
133
| – | – | ﹤0.01% | 965 |
|
|
2019
Q2 | $6.26K | 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 | +$4.47K | ﹤0.01% | 770 |
|