HighTower Advisors’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 |
-2,212
| Closed | -$232K | – | 3364 |
|
|
2023
Q2 | $232K | Buy |
+2,212
| New | +$232K | ﹤0.01% | 2743 |
|
|
2023
Q1 | – | Sell |
-2,121
| Closed | -$225K | – | 3182 |
|
|
2022
Q4 | $225K | Buy |
+2,121
| New | +$225K | ﹤0.01% | 2650 |
|
|
2020
Q3 | – | Sell |
-7,731
| Closed | -$378K | – | 2352 |
|
|
2020
Q2 | $378K | Buy |
7,731
+17
| +0.2% | +$831 | ﹤0.01% | 1590 |
|
|
2020
Q1 | $396K | Sell |
7,714
-172
| -2% | -$8.83K | ﹤0.01% | 1416 |
|
|
2019
Q4 | $554K | Hold |
7,886
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q3 | $498K | Sell |
7,886
-286
| -3% | -$18.1K | ﹤0.01% | 1518 |
|
|
2019
Q2 | $485K | Buy |
8,172
+980
| +14% | +$58.2K | ﹤0.01% | 1523 |
|
|
2019
Q1 | $464K | Buy |
7,192
+53
| +0.7% | +$3.42K | ﹤0.01% | 1493 |
|
|
2018
Q4 | $390K | Buy |
+7,139
| New | +$390K | ﹤0.01% | 1474 |
|