CIBC Private Wealth Group’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.75K | Buy |
110
+5
| +5% | +$113 | ﹤0.01% | 2749 |
|
|
2025
Q3 | $2.69K | Hold |
105
| – | – | ﹤0.01% | 2683 |
|
|
2025
Q2 | $2.58K | Hold |
105
| – | – | ﹤0.01% | 2588 |
|
|
2025
Q1 | $1.1K | Hold |
105
| – | – | ﹤0.01% | 2793 |
|
|
2024
Q4 | $3.36K | Hold |
105
| – | – | ﹤0.01% | 2591 |
|
|
2024
Q3 | $3.72K | Hold |
105
| – | – | ﹤0.01% | 2680 |
|
|
2024
Q2 | $2.03K | Sell |
105
-9
| -8% | -$186 | ﹤0.01% | 2753 |
|
|
2024
Q1 | $3.3K | Buy |
+114
| New | +$4.77K | ﹤0.01% | 2626 |
|
|
2021
Q1 | – | Sell |
-8,189
| Closed | -$629K | – | 1033 |
|
|
2020
Q4 | $629K | Sell |
8,189
-1,047
| -11% | -$72.6K | ﹤0.01% | 733 |
|
|
2020
Q3 | $530K | Buy |
+9,236
| New | +$507K | ﹤0.01% | 675 |
|
|
2020
Q2 | – | Sell |
-14,043
| Closed | -$711K | – | 667 |
|
|
2020
Q1 | $711K | Sell |
14,043
-3,099
| -18% | -$188K | ﹤0.01% | 564 |
|
|
2019
Q4 | $1.2M | Sell |
17,142
-211
| -1% | -$14.3K | ﹤0.01% | 548 |
|
|
2019
Q3 | $1.11M | Sell |
17,353
-1,956
| -10% | -$120K | ﹤0.01% | 556 |
|
|
2019
Q2 | $1.14M | Sell |
19,309
-1,836
| -9% | -$113K | ﹤0.01% | 551 |
|
|
2019
Q1 | $1.37M | Buy |
21,145
+210
| +1% | +$12.9K | 0.01% | 537 |
|
|
2018
Q4 | $1.15M | Sell |
20,935
-925
| -4% | -$56.9K | 0.01% | 543 |
|
|
2018
Q3 | $1.57M | Buy |
21,860
+55
| +0.3% | +$3.5K | 0.01% | 576 |
|
|
2018
Q2 | $1.29M | Sell |
21,805
-765
| -3% | -$43.8K | 0.01% | 602 |
|
|
2018
Q1 | $1.19M | Sell |
22,570
-1,985
| -8% | -$113K | 0.01% | 615 |
|
|
2017
Q4 | $1.41M | Buy |
24,555
+295
| +1% | +$16.9K | 0.01% | 593 |
|
|
2017
Q3 | $1.39M | Buy |
+24,260
| New | +$1.28M | 0.01% | 559 |
|
Other funds holding FWRD
CCG
LC
ICM
PA
PMG
MAM