Ergoteles’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 |
-7,158
| Closed | -$760K | – | 351 |
|
|
2023
Q2 | $760K | Buy |
7,158
+1,505
| +27% | +$160K | 0.04% | 536 |
|
|
2023
Q1 | $609K | Sell |
5,653
-11,465
| -67% | -$1.24M | 0.02% | 662 |
|
|
2022
Q4 | $1.8M | Buy |
+17,118
| New | +$1.8M | 0.07% | 302 |
|
|
2022
Q3 | – | Sell |
-7,308
| Closed | -$672K | – | 1692 |
|
|
2022
Q2 | $672K | Buy |
+7,308
| New | +$672K | 0.02% | 707 |
|
|
2022
Q1 | – | Sell |
-6,545
| Closed | -$793K | – | 1365 |
|
|
2021
Q4 | $793K | Buy |
6,545
+3,757
| +135% | +$455K | 0.03% | 488 |
|
|
2021
Q3 | $231K | Sell |
2,788
-1,412
| -34% | -$117K | 0.01% | 915 |
|
|
2021
Q2 | $377K | Sell |
4,200
-3,200
| -43% | -$287K | 0.01% | 947 |
|
|
2021
Q1 | $657K | Sell |
7,400
-2,400
| -24% | -$213K | 0.02% | 433 |
|
|
2020
Q4 | $753K | Buy |
+9,800
| New | +$753K | 0.03% | 383 |
|