FDx Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-7,633
| Closed | -$403K | – | 939 |
|
2018
Q1 | $403K | Sell |
7,633
-5,694
| -43% | -$301K | 0.01% | 858 |
|
2017
Q4 | $766K | Sell |
13,327
-205
| -2% | -$11.8K | 0.02% | 637 |
|
2017
Q3 | $774K | Sell |
13,532
-600
| -4% | -$34.3K | 0.02% | 618 |
|
2017
Q2 | $753K | Sell |
14,132
-934
| -6% | -$49.8K | 0.02% | 613 |
|
2017
Q1 | $717K | Sell |
15,066
-36
| -0.2% | -$1.71K | 0.02% | 641 |
|
2016
Q4 | $716K | Sell |
15,102
-2,436
| -14% | -$115K | 0.02% | 633 |
|
2016
Q3 | $759K | Sell |
17,538
-517
| -3% | -$22.4K | 0.03% | 481 |
|
2016
Q2 | $804K | Sell |
18,055
-242
| -1% | -$10.8K | 0.04% | 436 |
|
2016
Q1 | $829K | Sell |
18,297
-328
| -2% | -$14.9K | 0.04% | 428 |
|
2015
Q4 | $801K | Sell |
18,625
-1,006
| -5% | -$43.3K | 0.04% | 412 |
|
2015
Q3 | $814K | Buy |
19,631
+7,268
| +59% | +$302K | 0.07% | 305 |
|
2015
Q2 | $646K | Sell |
12,363
-3,537
| -22% | -$185K | 0.03% | 488 |
|
2015
Q1 | $865K | Sell |
15,900
-224
| -1% | -$12.2K | 0.02% | 665 |
|
2014
Q4 | $812K | Sell |
16,124
-739
| -4% | -$37.2K | 0.05% | 379 |
|
2014
Q3 | $756K | Sell |
16,863
-1,262
| -7% | -$56.6K | 0.05% | 418 |
|
2014
Q2 | $867K | Buy |
18,125
+1,298
| +8% | +$62.1K | 0.06% | 373 |
|
2014
Q1 | $776K | Sell |
16,827
-171
| -1% | -$7.89K | 0.06% | 311 |
|
2013
Q4 | $746K | Sell |
16,998
-247
| -1% | -$10.8K | 0.07% | 260 |
|
2013
Q3 | $695K | Buy |
17,245
+86
| +0.5% | +$3.47K | 0.08% | 228 |
|
2013
Q2 | $657K | Buy |
+17,159
| New | +$657K | 0.09% | 208 |
|