JFS Wealth Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17
| Closed | -$1.07K | – | 2013 |
|
|
2023
Q4 | $1.07K | Buy |
17
+15
| +750% | +$943 | ﹤0.01% | 1645 |
|
|
2023
Q3 | $138 | Sell |
2
-16
| -89% | -$1.1K | ﹤0.01% | 1888 |
|
|
2023
Q2 | $1.91K | Sell |
18
-3
| -14% | -$318 | ﹤0.01% | 1397 |
|
|
2023
Q1 | $2.26K | Buy |
21
+2
| +11% | +$216 | ﹤0.01% | 1311 |
|
|
2022
Q4 | $1.99K | Hold |
19
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q3 | $2K | Sell |
19
-7
| -27% | -$737 | ﹤0.01% | 1322 |
|
|
2022
Q2 | $2K | Buy |
26
+14
| +117% | +$1.08K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 1639 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1363 |
|