AE Wealth Management’s Forward Air FWRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,315	Closed	-$977K	–	1916
2022 Q4	$977K	Buy	9,315 +492	+6%	+$51.6K	0.01%	987
2022 Q3	$796K	Buy	+8,823	New	+$796K	0.01%	1036