BPA
Beacon Pointe Advisors’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,750
| Closed | -$216K | – | 1238 |
|
|
2025
Q1 | $216K | Hold |
10,750
| – | – | ﹤0.01% | 1110 |
|
|
2024
Q4 | $347K | Sell |
10,750
-120
| -1% | -$3.87K | ﹤0.01% | 947 |
|
|
2024
Q3 | $385K | Buy |
10,870
+120
| +1% | +$4.25K | ﹤0.01% | 932 |
|
|
2024
Q2 | $205K | Buy |
+10,750
| New | +$205K | ﹤0.01% | 1172 |
|