Winton Group’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,831
| Closed | -$350K | – | 896 |
|
|
2023
Q1 | $350K | Sell |
10,831
-1,174
| -10% | -$38K | 0.02% | 784 |
|
|
2022
Q4 | $429K | Sell |
12,005
-1,134
| -9% | -$40.6K | 0.03% | 678 |
|
|
2022
Q3 | $473K | Buy |
13,139
+4,675
| +55% | +$168K | 0.03% | 657 |
|
|
2022
Q2 | $405K | Buy |
8,464
+2,488
| +42% | +$119K | 0.02% | 743 |
|
|
2022
Q1 | $337K | Buy |
5,976
+1,570
| +36% | +$88.5K | 0.02% | 788 |
|
|
2021
Q4 | $259K | Buy |
+4,406
| New | +$259K | 0.02% | 871 |
|
|
2020
Q4 | – | Sell |
-10,254
| Closed | -$336K | – | 1385 |
|
|
2020
Q3 | $336K | Buy |
+10,254
| New | +$336K | 0.01% | 1211 |
|
|
2020
Q2 | – | Sell |
-14,905
| Closed | -$436K | – | 1491 |
|
|
2020
Q1 | $436K | Sell |
14,905
-1,993
| -12% | -$58.3K | 0.01% | 1072 |
|
|
2019
Q4 | $705K | Sell |
16,898
-5,251
| -24% | -$219K | 0.01% | 1146 |
|
|
2019
Q3 | $712K | Buy |
+22,149
| New | +$712K | 0.01% | 968 |
|