Edgestream 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	-57,964	Closed	-$3.64M	–	879
2023 Q4	$3.64M	Buy	57,964 +42,664	+279%	+$2.68M	0.26%	85
2023 Q3	$1.05M	Sell	15,300 -1,732	-10%	-$119K	0.08%	384
2023 Q2	$1.81M	Buy	+17,032	New	+$1.81M	0.16%	207