Aptus Capital Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,462
| Closed | -$4.61M | – | 912 |
|
|
2023
Q2 | $4.61M | Buy |
43,462
+3,141
| +8% | +$333K | 0.11% | 137 |
|
|
2023
Q1 | $4.34M | Sell |
40,321
-1,908
| -5% | -$206K | 0.12% | 132 |
|
|
2022
Q4 | $4.43M | Buy |
42,229
+4,495
| +12% | +$471K | 0.14% | 123 |
|
|
2022
Q3 | $3.41M | Buy |
37,734
+2,175
| +6% | +$196K | 0.08% | 137 |
|
|
2022
Q2 | $3.27M | Buy |
35,559
+1,305
| +4% | +$120K | 0.09% | 126 |
|
|
2022
Q1 | $3.35M | Buy |
34,254
+2,275
| +7% | +$222K | 0.08% | 128 |
|
|
2021
Q4 | $3.87M | Buy |
31,979
+6,090
| +24% | +$737K | 0.12% | 104 |
|
|
2021
Q3 | $2.15M | Buy |
25,889
+4,640
| +22% | +$385K | 0.06% | 139 |
|
|
2021
Q2 | $1.91M | Buy |
21,249
+3,190
| +18% | +$286K | 0.06% | 128 |
|
|
2021
Q1 | $1.6M | Buy |
18,059
+4,459
| +33% | +$396K | 0.06% | 128 |
|
|
2020
Q4 | $1.05M | Buy |
13,600
+2,176
| +19% | +$167K | 0.05% | 153 |
|
|
2020
Q3 | $656K | Sell |
11,424
-272
| -2% | -$15.6K | 0.03% | 173 |
|
|
2020
Q2 | $583K | Buy |
11,696
+136
| +1% | +$6.78K | 0.04% | 163 |
|
|
2020
Q1 | $586K | Buy |
11,560
+816
| +8% | +$41.4K | 0.05% | 146 |
|
|
2019
Q4 | $752K | Buy |
10,744
+1,768
| +20% | +$124K | 0.05% | 152 |
|
|
2019
Q3 | $572K | Sell |
8,976
-2,312
| -20% | -$147K | 0.03% | 187 |
|
|
2019
Q2 | $667K | Buy |
11,288
+1,768
| +19% | +$104K | 0.09% | 171 |
|
|
2019
Q1 | $616K | Buy |
9,520
+4,080
| +75% | +$264K | 0.11% | 132 |
|
|
2018
Q4 | $298K | Buy |
+5,440
| New | +$298K | 0.08% | 85 |
|