Clifford Capital Partners’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 |
-144,601
| Closed | -$9.09M | – | 51 |
|
|
2023
Q4 | $9.09M | Buy |
144,601
+2,506
| +2% | +$158K | 2.34% | 29 |
|
|
2023
Q3 | $9.77M | Buy |
+142,095
| New | +$9.77M | 2.85% | 23 |
|
|
2022
Q1 | – | Sell |
-2,789
| Closed | -$338K | – | 44 |
|
|
2021
Q4 | $338K | Sell |
2,789
-2,720
| -49% | -$330K | 0.25% | 39 |
|
|
2021
Q3 | $457K | Buy |
5,509
+185
| +3% | +$15.3K | 0.42% | 33 |
|
|
2021
Q2 | $478K | Buy |
5,324
+190
| +4% | +$17.1K | 0.45% | 34 |
|
|
2021
Q1 | $456K | Buy |
5,134
+370
| +8% | +$32.9K | 0.47% | 33 |
|
|
2020
Q4 | $366K | Buy |
4,764
+1,059
| +29% | +$81.4K | 0.14% | 33 |
|
|
2020
Q3 | $213K | Buy |
+3,705
| New | +$213K | 0.1% | 34 |
|
|
2020
Q2 | – | Sell |
-3,956
| Closed | -$200K | – | 34 |
|
|
2020
Q1 | $200K | Buy |
+3,956
| New | +$200K | 0.13% | 34 |
|