Duality Advisers’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100,282
| Closed | -$3.12M | – | 208 |
|
|
2024
Q1 | $3.12M | Buy |
100,282
+61,235
| +157% | +$1.91M | 0.31% | 102 |
|
|
2023
Q4 | $2.45M | Buy |
39,047
+8,635
| +28% | +$543K | 0.26% | 132 |
|
|
2023
Q3 | $2.09M | Buy |
+30,412
| New | +$2.09M | 0.25% | 152 |
|
|
2022
Q3 | – | Sell |
-5,885
| Closed | -$541K | – | 612 |
|
|
2022
Q2 | $541K | Sell |
5,885
-1,106
| -16% | -$102K | 0.05% | 452 |
|
|
2022
Q1 | $684K | Buy |
+6,991
| New | +$684K | 0.07% | 415 |
|
|
2021
Q4 | – | Sell |
-4,763
| Closed | -$395K | – | 568 |
|
|
2021
Q3 | $395K | Sell |
4,763
-2,859
| -38% | -$237K | 0.03% | 464 |
|
|
2021
Q2 | $684K | Buy |
+7,622
| New | +$684K | 0.06% | 398 |
|
|
2020
Q4 | – | Sell |
-10,780
| Closed | -$619K | – | 617 |
|
|
2020
Q3 | $619K | Sell |
10,780
-296
| -3% | -$17K | 0.04% | 450 |
|
|
2020
Q2 | $552K | Buy |
+11,076
| New | +$552K | 0.05% | 300 |
|
|
2020
Q1 | – | Sell |
-9,966
| Closed | -$697K | – | 124 |
|
|
2019
Q4 | $697K | Buy |
9,966
+2,946
| +42% | +$206K | 0.04% | 308 |
|
|
2019
Q3 | $447K | Buy |
+7,020
| New | +$447K | 0.03% | 300 |
|