Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q2 | $3K | Buy |
44
+14
| +47% | +$955 | ﹤0.01% | 1485 |
|
|
2021
Q1 | $2K | Buy |
30
+6
| +25% | +$400 | ﹤0.01% | 1509 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1529 |
|
|
2020
Q3 | $1K | Sell |
24
-22
| -48% | -$917 | ﹤0.01% | 1449 |
|
|
2020
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1271 |
|