TWD
FORR icon

True Wealth Design’s Forrester Research FORR Stock Holding History

True Wealth Design’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.38K Buy
139
+128
+1,164% +$1.27K ﹤0.01% 1336
2025
Q1 		$102 Sell
11
-65
-86% -$603 ﹤0.01% 2185
2024
Q4 		$1.19K Buy
+76
New +$1.19K ﹤0.01% 883