Bell Investment Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$549 | – | 1922 |
|
|
2024
Q4 | $549 | Hold |
17
| – | – | ﹤0.01% | 1736 |
|
|
2024
Q3 | $602 | Hold |
17
| – | – | ﹤0.01% | 1736 |
|
|
2024
Q2 | $324 | Hold |
17
| – | – | ﹤0.01% | 1896 |
|
|
2024
Q1 | $529 | Hold |
17
| – | – | ﹤0.01% | 1806 |
|
|
2023
Q4 | $1.07K | Hold |
17
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q3 | $1.17K | Sell |
17
-11
| -39% | -$756 | ﹤0.01% | 1508 |
|
|
2023
Q2 | $2.97K | Sell |
28
-9
| -24% | -$955 | ﹤0.01% | 1095 |
|
|
2023
Q1 | $3.99K | Sell |
37
-5
| -12% | -$539 | ﹤0.01% | 885 |
|
|
2022
Q4 | $4.41K | Buy |
42
+10
| +31% | +$1.05K | ﹤0.01% | 875 |
|
|
2022
Q3 | $3K | Buy |
32
+5
| +19% | +$469 | ﹤0.01% | 907 |
|
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1145 |
|
|
2021
Q4 | $3K | Buy |
21
+4
| +24% | +$571 | ﹤0.01% | 972 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1384 |
|