United Capital Financial Advisors’s Forrester Research FORR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,475	Closed	-$257K	–	1363
2019 Q2	$257K	Hold	5,475	–	–	﹤0.01%	1257
2019 Q1	$267K	Hold	5,475	–	–	﹤0.01%	1154
2018 Q4	$245K	Sell	5,475 -761	-12%	-$34.1K	﹤0.01%	1136
2018 Q3	$286K	Buy	+6,236	New	+$286K	﹤0.01%	1123