Hillsdale Investment Management’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,600
| Closed | -$692K | – | 600 |
|
|
2022
Q4 | $692K | Sell |
6,600
-200
| -3% | -$21K | 0.06% | 247 |
|
|
2022
Q3 | $614K | Sell |
6,800
-3,000
| -31% | -$271K | 0.06% | 267 |
|
|
2022
Q2 | $901K | Hold |
9,800
| – | – | 0.07% | 190 |
|
|
2022
Q1 | $958K | Sell |
9,800
-1,000
| -9% | -$97.8K | 0.06% | 235 |
|
|
2021
Q4 | $1.31M | Sell |
10,800
-500
| -4% | -$60.6K | 0.09% | 184 |
|
|
2021
Q3 | $938K | Hold |
11,300
| – | – | 0.07% | 262 |
|
|
2021
Q2 | $1.01M | Buy |
+11,300
| New | +$1.01M | 0.08% | 255 |
|
|
2013
Q3 | – | Sell |
-14,400
| Closed | -$551K | – | 532 |
|
|
2013
Q2 | $551K | Buy |
+14,400
| New | +$551K | 0.18% | 73 |
|