Independent Portfolio Consultants’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $960K | Sell |
18,009
-2,116
| -11% | -$113K | 0.4% | 53 |
|
|
2017
Q1 | $957K | Buy |
20,125
+900
| +5% | +$42.8K | 0.33% | 89 |
|
|
2016
Q4 | $911K | Buy |
19,225
+1,085
| +6% | +$51.4K | 0.3% | 104 |
|
|
2016
Q3 | $785K | Buy |
18,140
+3,340
| +23% | +$145K | 0.25% | 135 |
|
|
2016
Q2 | $659K | Buy |
14,800
+5,355
| +57% | +$238K | 0.21% | 166 |
|
|
2016
Q1 | $428K | Buy |
9,445
+840
| +10% | +$38.1K | 0.12% | 237 |
|
|
2015
Q4 | $370K | Sell |
8,605
-3,085
| -26% | -$133K | 0.11% | 246 |
|
|
2015
Q3 | $485K | Sell |
11,690
-25
| -0.2% | -$1.04K | 0.11% | 255 |
|
|
2015
Q2 | $612K | Buy |
11,715
+600
| +5% | +$31.3K | 0.12% | 224 |
|
|
2015
Q1 | $604K | Sell |
11,115
-2,500
| -18% | -$136K | 0.12% | 214 |
|
|
2014
Q4 | $686K | Buy |
13,615
+7,370
| +118% | +$371K | 0.14% | 206 |
|
|
2014
Q3 | $280K | Buy |
6,245
+292
| +5% | +$13.1K | 0.08% | 410 |
|
|
2014
Q2 | $285K | Buy |
5,953
+1,428
| +32% | +$68.4K | 0.08% | 383 |
|
|
2014
Q1 | $208K | Buy |
+4,525
| New | +$208K | 0.07% | 435 |
|