Bank of Montreal’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7,577
| Closed | -$236K | – | 3640 |
|
2024
Q1 | $236K | Buy |
7,577
+4,221
| +126% | +$131K | ﹤0.01% | 2637 |
|
2023
Q4 | $219K | Sell |
3,356
-381
| -10% | -$24.9K | ﹤0.01% | 2671 |
|
2023
Q3 | $259K | Buy |
3,737
+260
| +7% | +$18K | ﹤0.01% | 2517 |
|
2023
Q2 | $374K | Sell |
3,477
-1,115
| -24% | -$120K | ﹤0.01% | 2438 |
|
2023
Q1 | $497K | Buy |
4,592
+895
| +24% | +$96.9K | ﹤0.01% | 2222 |
|
2022
Q4 | $395K | Sell |
3,697
-6,313
| -63% | -$674K | ﹤0.01% | 2366 |
|
2022
Q3 | $935 | Buy |
10,010
+6,179
| +161% | +$577 | ﹤0.01% | 1883 |
|
2022
Q2 | $355 | Sell |
3,831
-4,619
| -55% | -$428 | ﹤0.01% | 2513 |
|
2022
Q1 | $857K | Buy |
8,450
+71
| +0.8% | +$7.2K | ﹤0.01% | 2049 |
|
2021
Q4 | $1.01M | Sell |
8,379
-2,169
| -21% | -$261K | ﹤0.01% | 1882 |
|
2021
Q3 | $923K | Sell |
10,548
-361
| -3% | -$31.6K | ﹤0.01% | 2381 |
|
2021
Q2 | $995K | Buy |
10,909
+2,548
| +30% | +$232K | ﹤0.01% | 2362 |
|
2021
Q1 | $739K | Buy |
8,361
+455
| +6% | +$40.2K | ﹤0.01% | 2098 |
|
2020
Q4 | $627K | Buy |
7,906
+5,001
| +172% | +$397K | ﹤0.01% | 2182 |
|
2020
Q3 | $173K | Sell |
2,905
-935
| -24% | -$55.7K | ﹤0.01% | 2427 |
|
2020
Q2 | $179K | Buy |
3,840
+2,071
| +117% | +$96.5K | ﹤0.01% | 2446 |
|
2020
Q1 | $84K | Sell |
1,769
-3,325
| -65% | -$158K | ﹤0.01% | 2391 |
|
2019
Q4 | $355K | Sell |
5,094
-18,325
| -78% | -$1.28M | ﹤0.01% | 2396 |
|
2019
Q3 | $1.49M | Sell |
23,419
-739
| -3% | -$47.1K | ﹤0.01% | 1572 |
|
2019
Q2 | $1.43M | Buy |
24,158
+22,747
| +1,612% | +$1.35M | ﹤0.01% | 1599 |
|
2019
Q1 | $91K | Sell |
1,411
-370
| -21% | -$23.9K | ﹤0.01% | 2719 |
|
2018
Q4 | $98K | Buy |
1,781
+208
| +13% | +$11.4K | ﹤0.01% | 2650 |
|
2018
Q3 | $114K | Sell |
1,573
-398
| -20% | -$28.8K | ﹤0.01% | 2752 |
|
2018
Q2 | $116K | Buy |
1,971
+191
| +11% | +$11.2K | ﹤0.01% | 2756 |
|
2018
Q1 | $93K | Buy |
1,780
+191
| +12% | +$9.98K | ﹤0.01% | 2744 |
|
2017
Q4 | $91K | Hold |
1,589
| – | – | ﹤0.01% | 2747 |
|
2017
Q3 | $91K | Hold |
1,589
| – | – | ﹤0.01% | 2774 |
|
2017
Q2 | $85K | Hold |
1,589
| – | – | ﹤0.01% | 2768 |
|
2017
Q1 | $75K | Buy |
1,589
+169
| +12% | +$7.98K | ﹤0.01% | 2696 |
|
2016
Q4 | $69K | Sell |
1,420
-910
| -39% | -$44.2K | ﹤0.01% | 2711 |
|
2016
Q3 | $101K | Sell |
2,330
-118
| -5% | -$5.12K | ﹤0.01% | 2537 |
|
2016
Q2 | $109K | Sell |
2,448
-616
| -20% | -$27.4K | ﹤0.01% | 2524 |
|
2016
Q1 | $138K | Buy |
3,064
+530
| +21% | +$23.9K | ﹤0.01% | 2455 |
|
2015
Q4 | $108K | Buy |
2,534
+242
| +11% | +$10.3K | ﹤0.01% | 2566 |
|
2015
Q3 | $96K | Buy |
2,292
+289
| +14% | +$12.1K | ﹤0.01% | 2429 |
|
2015
Q2 | $105K | Buy |
2,003
+126
| +7% | +$6.61K | ﹤0.01% | 2523 |
|
2015
Q1 | $102K | Buy |
1,877
+1,176
| +168% | +$63.9K | ﹤0.01% | 2415 |
|
2014
Q4 | $35K | Sell |
701
-5,135
| -88% | -$256K | ﹤0.01% | 2793 |
|
2014
Q3 | $261K | Buy |
5,836
+952
| +19% | +$42.6K | ﹤0.01% | 2000 |
|
2014
Q2 | $234K | Buy |
4,884
+700
| +17% | +$33.5K | ﹤0.01% | 2068 |
|
2014
Q1 | $193K | Sell |
4,184
-100
| -2% | -$4.61K | ﹤0.01% | 2043 |
|
2013
Q4 | $188K | Sell |
4,284
-200
| -4% | -$8.78K | ﹤0.01% | 1964 |
|
2013
Q3 | $181K | Buy |
4,484
+357
| +9% | +$14.4K | ﹤0.01% | 1928 |
|
2013
Q2 | $158K | Buy |
+4,127
| New | +$158K | ﹤0.01% | 1932 |
|