EverSource Wealth Advisors’s Forward Air FWRD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490 Sell
20
-234
-92% -$5.73K ﹤0.01% 3897
2025
Q1
$5.1K Sell
254
-12
-5% -$241 ﹤0.01% 2484
2024
Q4
$8.58K Buy
266
+4
+2% +$129 ﹤0.01% 2079
2024
Q3
$9.27K Hold
262
﹤0.01% 1912
2024
Q2
$6.65K Sell
262
-173
-40% -$4.39K ﹤0.01% 2086
2024
Q1
$9.58K Buy
435
+387
+806% +$8.52K ﹤0.01% 1709
2023
Q4
$3.02K Buy
48
+6
+14% +$377 ﹤0.01% 2052
2023
Q3
$2.89K Sell
42
-383
-90% -$26.3K ﹤0.01% 1895
2023
Q2
$45.1K Sell
425
-5
-1% -$531 0.01% 876
2023
Q1
$46.3K Sell
430
-12
-3% -$1.29K 0.01% 816
2022
Q4
$46.4K Hold
442
0.01% 790
2022
Q3
$40K Buy
+442
New +$40K 0.01% 689