Boston Trust Walden’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32,116
| Closed | -$611K | – | 388 |
|
|
2024
Q2 | $611K | Buy |
+32,116
| New | +$611K | ﹤0.01% | 309 |
|
|
2024
Q1 | – | Sell |
-299,755
| Closed | -$18.8M | – | 376 |
|
|
2023
Q4 | $18.8M | Buy |
299,755
+2,710
| +0.9% | +$170K | 0.14% | 170 |
|
|
2023
Q3 | $20.4M | Buy |
297,045
+17,076
| +6% | +$1.17M | 0.17% | 159 |
|
|
2023
Q2 | $29.7M | Buy |
279,969
+7,967
| +3% | +$845K | 0.24% | 140 |
|
|
2023
Q1 | $29.3M | Buy |
272,002
+8,137
| +3% | +$877K | 0.25% | 141 |
|
|
2022
Q4 | $27.7M | Sell |
263,865
-1,343
| -0.5% | -$141K | 0.24% | 143 |
|
|
2022
Q3 | $23.9M | Buy |
265,208
+7,767
| +3% | +$701K | 0.24% | 147 |
|
|
2022
Q2 | $23.7M | Buy |
257,441
+1,683
| +0.7% | +$155K | 0.22% | 154 |
|
|
2022
Q1 | $25M | Buy |
255,758
+5,261
| +2% | +$514K | 0.21% | 160 |
|
|
2021
Q4 | $30.3M | Buy |
250,497
+302
| +0.1% | +$36.6K | 0.24% | 145 |
|
|
2021
Q3 | $20.8M | Buy |
250,195
+3,211
| +1% | +$267K | 0.18% | 169 |
|
|
2021
Q2 | $22.2M | Sell |
246,984
-9,293
| -4% | -$834K | 0.2% | 163 |
|
|
2021
Q1 | $22.8M | Sell |
256,277
-107,523
| -30% | -$9.55M | 0.22% | 153 |
|
|
2020
Q4 | $28M | Sell |
363,800
-379
| -0.1% | -$29.1K | 0.3% | 121 |
|
|
2020
Q3 | $20.9M | Buy |
364,179
+18,008
| +5% | +$1.03M | 0.26% | 130 |
|
|
2020
Q2 | $17.2M | Buy |
346,171
+30,263
| +10% | +$1.51M | 0.23% | 141 |
|
|
2020
Q1 | $16M | Buy |
315,908
+6,295
| +2% | +$319K | 0.26% | 123 |
|
|
2019
Q4 | $21.7M | Buy |
309,613
+6,755
| +2% | +$473K | 0.25% | 124 |
|
|
2019
Q3 | $19.3M | Buy |
302,858
+65,326
| +28% | +$4.16M | 0.24% | 128 |
|
|
2019
Q2 | $14.1M | Buy |
237,532
+297
| +0.1% | +$17.6K | 0.18% | 165 |
|
|
2019
Q1 | $15.4M | Buy |
237,235
+4,694
| +2% | +$304K | 0.21% | 142 |
|
|
2018
Q4 | $12.8M | Sell |
232,541
-12,210
| -5% | -$670K | 0.2% | 149 |
|
|
2018
Q3 | $17.5M | Sell |
244,751
-13,197
| -5% | -$946K | 0.24% | 124 |
|
|
2018
Q2 | $15.2M | Buy |
257,948
+57,851
| +29% | +$3.42M | 0.22% | 138 |
|
|
2018
Q1 | $10.6M | Buy |
+200,097
| New | +$10.6M | 0.16% | 178 |
|