Coppell Advisory Solutions’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,214
| Closed | -$39.9K | – | 906 |
|
|
2024
Q4 | $39.9K | Hold |
1,214
| – | – | 0.01% | 658 |
|
|
2024
Q3 | $43K | Hold |
1,214
| – | – | 0.01% | 598 |
|
|
2024
Q2 | $23.1K | Buy |
+1,214
| New | +$23.1K | ﹤0.01% | 722 |
|
|
2023
Q4 | – | Sell |
-194
| Closed | -$20.3K | – | 1786 |
|
|
2023
Q3 | $20.3K | Buy |
+194
| New | +$20.3K | 0.01% | 493 |
|
|
2023
Q1 | – | Sell |
-194
| Closed | -$20.3K | – | 540 |
|
|
2022
Q4 | $20.3K | Buy |
+194
| New | +$20.3K | 0.01% | 501 |
|