CIM Investment Management’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,541
| Closed | -$223K | – | 287 |
|
|
2023
Q4 | $223K | Hold |
3,541
| – | – | 0.07% | 247 |
|
|
2023
Q3 | $243K | Hold |
3,541
| – | – | 0.09% | 216 |
|
|
2023
Q2 | $376K | Hold |
3,541
| – | – | 0.13% | 153 |
|
|
2023
Q1 | $382K | Buy |
3,541
+122
| +4% | +$13.1K | 0.14% | 145 |
|
|
2022
Q4 | $359K | Hold |
3,419
| – | – | 0.14% | 150 |
|
|
2022
Q3 | $309K | Hold |
3,419
| – | – | 0.14% | 151 |
|
|
2022
Q2 | $314K | Hold |
3,419
| – | – | 0.13% | 158 |
|
|
2022
Q1 | $334K | Sell |
3,419
-396
| -10% | -$38.7K | 0.11% | 169 |
|
|
2021
Q4 | $462K | Hold |
3,815
| – | – | 0.14% | 155 |
|
|
2021
Q3 | $317K | Hold |
3,815
| – | – | 0.1% | 195 |
|
|
2021
Q2 | $342K | Hold |
3,815
| – | – | 0.11% | 186 |
|
|
2021
Q1 | $339K | Sell |
3,815
-228
| -6% | -$20.3K | 0.11% | 184 |
|
|
2020
Q4 | $311K | Buy |
+4,043
| New | +$311K | 0.1% | 201 |
|