BAM
Bruderman Asset Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-325
| Closed | -$21K | – | 270 |
|
|
2019
Q1 | $21K | Buy |
325
+1
| +0.3% | +$65 | ﹤0.01% | 368 |
|
|
2018
Q4 | $18K | Buy |
324
+1
| +0.3% | +$56 | ﹤0.01% | 363 |
|
|
2018
Q3 | $23K | Sell |
323
-396
| -55% | -$28.2K | 0.01% | 247 |
|
|
2018
Q2 | $42K | Sell |
719
-2,417
| -77% | -$141K | 0.01% | 213 |
|
|
2018
Q1 | $166K | Buy |
+3,136
| New | +$166K | 0.04% | 133 |
|
|
2017
Q3 | – | Sell |
-1,217
| Closed | -$65K | – | 202 |
|
|
2017
Q2 | $65K | Buy |
+1,217
| New | +$65K | 0.02% | 186 |
|
|
2017
Q1 | – | Sell |
-386
| Closed | -$18K | – | 198 |
|
|
2016
Q4 | $18K | Hold |
386
| – | – | 0.01% | 280 |
|
|
2016
Q3 | $17K | Buy |
386
+1
| +0.3% | +$44 | 0.01% | 295 |
|
|
2016
Q2 | $17K | Hold |
385
| – | – | 0.01% | 278 |
|
|
2016
Q1 | $17K | Sell |
385
-90
| -19% | -$3.97K | 0.01% | 284 |
|
|
2015
Q4 | $20K | Hold |
475
| – | – | 0.01% | 284 |
|
|
2015
Q3 | $20K | Sell |
475
-1,085
| -70% | -$45.7K | 0.01% | 279 |
|
|
2015
Q2 | $82K | Buy |
1,560
+1,370
| +721% | +$72K | 0.03% | 176 |
|
|
2015
Q1 | $10K | Buy |
+190
| New | +$10K | ﹤0.01% | 341 |
|