Disciplined Investments’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$531 | – | 650 |
|
|
2023
Q2 | $531 | Sell |
5
-1
| -17% | -$106 | ﹤0.01% | 1210 |
|
|
2023
Q1 | $647 | Hold |
6
| – | – | ﹤0.01% | 1151 |
|
|
2022
Q4 | $629 | Hold |
6
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q3 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 917 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1390 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1433 |
|