IFP Advisors’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$40 | – | 3414 |
|
|
2025
Q1 | – | Hold |
0
| – | -$64 | – | 4061 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4181 |
|
|
2024
Q2 | – | Sell |
-595
| Closed | -$18.5K | – | 3270 |
|
|
2024
Q1 | $18.5K | Buy |
+595
| New | +$18.5K | ﹤0.01% | 2002 |
|
|
2023
Q4 | – | Sell |
-41
| Closed | -$2.82K | – | 3161 |
|
|
2023
Q3 | $2.82K | Hold |
41
| – | – | ﹤0.01% | 2724 |
|
|
2023
Q2 | $4.35K | Hold |
41
| – | – | ﹤0.01% | 2589 |
|
|
2023
Q1 | $2.47K | Hold |
41
| – | – | ﹤0.01% | 2826 |
|
|
2022
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 4158 |
|
|
2022
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 4353 |
|
|
2022
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 4121 |
|
|
2022
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 4121 |
|
|
2021
Q4 | $5K | Sell |
41
-27
| -40% | -$3.29K | ﹤0.01% | 2440 |
|
|
2021
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 2422 |
|
|
2021
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 2383 |
|
|
2021
Q1 | $6K | Sell |
68
-82
| -55% | -$7.24K | ﹤0.01% | 2320 |
|
|
2020
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 2026 |
|
|
2020
Q3 | $9K | Sell |
150
-22
| -13% | -$1.32K | ﹤0.01% | 1934 |
|
|
2020
Q2 | $8K | Sell |
172
-50
| -23% | -$2.33K | ﹤0.01% | 1885 |
|
|
2020
Q1 | $12K | Sell |
222
-50
| -18% | -$2.7K | ﹤0.01% | 1681 |
|
|
2019
Q4 | $19K | Sell |
272
-17
| -6% | -$1.19K | ﹤0.01% | 1629 |
|
|
2019
Q3 | $19K | Buy |
+289
| New | +$19K | ﹤0.01% | 1780 |
|
|
2019
Q1 | – | Sell |
-368
| Closed | -$20K | – | 2718 |
|
|
2018
Q4 | $20K | Buy |
368
+66
| +22% | +$3.59K | ﹤0.01% | 2106 |
|
|
2018
Q3 | $22K | Buy |
302
+1
| +0.3% | +$73 | ﹤0.01% | 2383 |
|
|
2018
Q2 | $18K | Buy |
301
+137
| +84% | +$8.19K | ﹤0.01% | 2491 |
|
|
2018
Q1 | $9K | Hold |
164
| – | – | ﹤0.01% | 2840 |
|
|
2017
Q4 | $9K | Buy |
164
+86
| +110% | +$4.72K | ﹤0.01% | 2837 |
|
|
2017
Q3 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 3462 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$1K | – | 4002 |
|
|
2016
Q4 | $1K | Sell |
30
-24
| -44% | -$800 | ﹤0.01% | 3748 |
|
|
2016
Q3 | $2K | Sell |
54
-48
| -47% | -$1.78K | ﹤0.01% | 3553 |
|
|
2016
Q2 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 3127 |
|
|
2016
Q1 | – | Sell |
-205
| Closed | -$9K | – | 2753 |
|
|
2015
Q4 | $9K | Buy |
+205
| New | +$9K | ﹤0.01% | 2619 |
|