Hennion & Walsh Asset Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,708
| Closed | -$393K | – | 819 |
|
|
2023
Q2 | $393K | Sell |
3,708
-190
| -5% | -$20.1K | 0.02% | 580 |
|
|
2023
Q1 | $420K | Sell |
3,898
-4,459
| -53% | -$480K | 0.03% | 544 |
|
|
2022
Q4 | $877K | Sell |
8,357
-1,336
| -14% | -$140K | 0.05% | 369 |
|
|
2022
Q3 | $875K | Sell |
9,693
-405
| -4% | -$36.6K | 0.06% | 360 |
|
|
2022
Q2 | $929K | Sell |
10,098
-189
| -2% | -$17.4K | 0.06% | 326 |
|
|
2022
Q1 | $1.01M | Buy |
10,287
+350
| +4% | +$34.2K | 0.05% | 343 |
|
|
2021
Q4 | $1.2M | Buy |
9,937
+1,304
| +15% | +$158K | 0.06% | 317 |
|
|
2021
Q3 | $717K | Buy |
8,633
+3,801
| +79% | +$316K | 0.04% | 431 |
|
|
2021
Q2 | $434K | Buy |
4,832
+1,093
| +29% | +$98.2K | 0.02% | 550 |
|
|
2021
Q1 | $332K | Buy |
+3,739
| New | +$332K | 0.02% | 570 |
|