Wealthspire Advisors (Maryland)’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57
| Closed | -$3K | – | 1031 |
|
|
2019
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 1996 |
|
|
2018
Q4 | $3K | Sell |
57
-9
| -14% | -$474 | ﹤0.01% | 1940 |
|
|
2018
Q3 | $3K | Buy |
66
+29
| +78% | +$1.32K | ﹤0.01% | 2022 |
|
|
2018
Q2 | $2K | Buy |
37
+10
| +37% | +$541 | ﹤0.01% | 2148 |
|
|
2018
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2330 |
|
|
2017
Q4 | $1K | Buy |
27
+25
| +1,250% | +$926 | ﹤0.01% | 2272 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2324 |
|