Total Clarity Wealth Management’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 |
-13,325
| Closed | -$209K | – | 301 |
|
|
2025
Q1 | $209K | Hold |
13,325
| – | – | 0.07% | 247 |
|
|
2024
Q4 | $209K | Buy |
+13,325
| New | +$209K | 0.07% | 247 |
|
|
2024
Q3 | – | Sell |
-29,299
| Closed | -$500K | – | 267 |
|
|
2024
Q2 | $500K | Buy |
29,299
+14,574
| +99% | +$249K | 0.17% | 137 |
|
|
2024
Q1 | $317K | Sell |
14,725
-2,070
| -12% | -$44.6K | 0.11% | 198 |
|
|
2023
Q4 | $450K | Buy |
16,795
+9,674
| +136% | +$259K | 0.18% | 137 |
|
|
2023
Q3 | $206K | Buy |
+7,121
| New | +$206K | 0.1% | 206 |
|