Heritage Wealth Management (Arizona)’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $689K | Buy |
6,571
+3,622
| +123% | +$380K | 0.1% | 146 |
|
|
2022
Q3 | $266K | Buy |
2,949
+79
| +3% | +$7.13K | 0.09% | 174 |
|
|
2022
Q2 | $264K | Buy |
2,870
+280
| +11% | +$25.8K | 0.09% | 177 |
|
|
2022
Q1 | $253K | Buy |
+2,590
| New | +$253K | 0.07% | 223 |
|
|
2021
Q3 | $132K | Buy |
1,586
+239
| +18% | +$19.9K | 0.05% | 291 |
|
|
2021
Q2 | $121K | Buy |
1,347
+534
| +66% | +$48K | 0.05% | 307 |
|
|
2021
Q1 | $72K | Buy |
+813
| New | +$72K | 0.04% | 306 |
|