Dean Investment Associates’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-49,790
| Closed | -$2.52M | – | 224 |
|
|
2020
Q1 | $2.52M | Buy |
49,790
+4,240
| +9% | +$215K | 0.54% | 78 |
|
|
2019
Q4 | $3.19M | Sell |
45,550
-16,055
| -26% | -$1.12M | 0.5% | 89 |
|
|
2019
Q3 | $3.93M | Sell |
61,605
-5,880
| -9% | -$375K | 0.58% | 72 |
|
|
2019
Q2 | $3.99M | Buy |
67,485
+42,235
| +167% | +$2.5M | 0.57% | 80 |
|
|
2019
Q1 | $1.63M | Sell |
25,250
-44,555
| -64% | -$2.88M | 0.24% | 138 |
|
|
2018
Q4 | $3.83M | Buy |
69,805
+27,415
| +65% | +$1.5M | 0.61% | 76 |
|
|
2018
Q3 | $3.04M | Sell |
42,390
-20,295
| -32% | -$1.45M | 0.42% | 108 |
|
|
2018
Q2 | $3.7M | Sell |
62,685
-2,355
| -4% | -$139K | 0.55% | 85 |
|
|
2018
Q1 | $3.44M | Buy |
+65,040
| New | +$3.44M | 0.51% | 95 |
|
|
2016
Q4 | – | Sell |
-74,695
| Closed | -$3.23M | – | 204 |
|
|
2016
Q3 | $3.23M | Buy |
+74,695
| New | +$3.23M | 0.6% | 80 |
|
|
2015
Q2 | – | Sell |
-19,770
| Closed | -$1.07M | – | 235 |
|
|
2015
Q1 | $1.07M | Buy |
+19,770
| New | +$1.07M | 0.25% | 123 |
|