Capstone Investment Advisors’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,268
| Closed | -$1.16M | – | 1191 |
|
|
2024
Q1 | $1.16M | Buy |
+37,268
| New | +$1.16M | ﹤0.01% | 486 |
|
|
2023
Q4 | – | Sell |
-8,513
| Closed | -$585K | – | 1194 |
|
|
2023
Q3 | $585K | Buy |
8,513
+6,234
| +274% | +$429K | ﹤0.01% | 541 |
|
|
2023
Q2 | $242K | Buy |
+2,279
| New | +$242K | ﹤0.01% | 641 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$344K | – | 283 |
|
|
2017
Q4 | $344K | Buy |
+6,000
| New | +$344K | 0.01% | 253 |
|