Avantax Advisory Services’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,733
| Closed | -$247K | – | 1433 |
|
|
2022
Q3 | $247K | Hold |
2,733
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q2 | $251K | Sell |
2,733
-13
| -0.5% | -$1.19K | ﹤0.01% | 1097 |
|
|
2022
Q1 | $269K | Sell |
2,746
-968
| -26% | -$94.8K | ﹤0.01% | 1054 |
|
|
2021
Q4 | $450K | Sell |
3,714
-197
| -5% | -$23.9K | 0.01% | 800 |
|
|
2021
Q3 | $323K | Sell |
3,911
-62
| -2% | -$5.12K | 0.01% | 895 |
|
|
2021
Q2 | $358K | Hold |
3,973
| – | – | 0.01% | 833 |
|
|
2021
Q1 | $353K | Buy |
3,973
+108
| +3% | +$9.6K | 0.01% | 742 |
|
|
2020
Q4 | $296K | Sell |
3,865
-1,692
| -30% | -$130K | 0.01% | 727 |
|
|
2020
Q3 | $317K | Buy |
+5,557
| New | +$317K | 0.01% | 998 |
|
|
2020
Q2 | – | Sell |
-4,327
| Closed | -$218K | – | 866 |
|
|
2020
Q1 | $218K | Sell |
4,327
-1,963
| -31% | -$98.9K | 0.01% | 692 |
|
|
2019
Q4 | $442K | Sell |
6,290
-1,627
| -21% | -$114K | 0.01% | 514 |
|
|
2019
Q3 | $505K | Buy |
7,917
+123
| +2% | +$7.85K | 0.02% | 321 |
|
|
2019
Q2 | $461K | Buy |
+7,794
| New | +$461K | 0.02% | 308 |
|