Janney Montgomery Scott’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,780
| Closed | -$396K | – | 2722 |
|
|
2024
Q2 | $396K | Buy |
20,780
+13,160
| +173% | +$251K | ﹤0.01% | 2051 |
|
|
2024
Q1 | $237K | Buy |
+7,620
| New | +$237K | ﹤0.01% | 2476 |
|
|
2023
Q3 | – | Sell |
-3,463
| Closed | -$367K | – | 2650 |
|
|
2023
Q2 | $367K | Buy |
3,463
+34
| +1% | +$3.6K | ﹤0.01% | 2088 |
|
|
2023
Q1 | $370K | Sell |
3,429
-1,118
| -25% | -$121K | ﹤0.01% | 1919 |
|
|
2022
Q4 | $477K | Buy |
4,547
+1,712
| +60% | +$180K | ﹤0.01% | 1801 |
|
|
2022
Q3 | $256K | Hold |
2,835
| – | – | ﹤0.01% | 2116 |
|
|
2022
Q2 | $261K | Sell |
2,835
-1,884
| -40% | -$173K | ﹤0.01% | 1998 |
|
|
2022
Q1 | $461K | Sell |
4,719
-1,599
| -25% | -$156K | ﹤0.01% | 1669 |
|
|
2021
Q4 | $765K | Buy |
6,318
+507
| +9% | +$61.4K | ﹤0.01% | 1485 |
|
|
2021
Q3 | $482K | Buy |
5,811
+932
| +19% | +$77.3K | ﹤0.01% | 1681 |
|
|
2021
Q2 | $438K | Buy |
4,879
+1,492
| +44% | +$134K | ﹤0.01% | 1710 |
|
|
2021
Q1 | $301K | Sell |
3,387
-8
| -0.2% | -$711 | ﹤0.01% | 1853 |
|
|
2020
Q4 | $261K | Buy |
+3,395
| New | +$261K | ﹤0.01% | 1966 |
|
|
2020
Q2 | – | Sell |
-4,291
| Closed | -$217K | – | 2015 |
|
|
2020
Q1 | $217K | Buy |
+4,291
| New | +$217K | ﹤0.01% | 1647 |
|