Liberty Wealth Management’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-360
| Closed | -$34K | – | 511 |
|
|
2021
Q3 | $34K | Buy |
360
+180
| +100% | +$17K | 0.01% | 504 |
|
|
2021
Q2 | $16K | Buy |
180
+1
| +0.6% | +$89 | 0.01% | 554 |
|
|
2021
Q1 | $13K | Hold |
179
| – | – | 0.01% | 539 |
|
|
2020
Q4 | $13K | Hold |
179
| – | – | 0.01% | 536 |
|
|
2020
Q3 | $10K | Buy |
179
+1
| +0.6% | +$56 | 0.01% | 516 |
|
|
2020
Q2 | $9K | Sell |
178
-4
| -2% | -$202 | 0.01% | 513 |
|
|
2020
Q1 | $9K | Sell |
182
-12
| -6% | -$593 | 0.01% | 479 |
|
|
2019
Q4 | $14K | Hold |
194
| – | – | 0.01% | 475 |
|
|
2019
Q3 | $12K | Sell |
194
-5
| -3% | -$309 | 0.01% | 484 |
|
|
2019
Q2 | $12K | Buy |
199
+1
| +0.5% | +$60 | 0.01% | 483 |
|
|
2019
Q1 | $12K | Hold |
198
| – | – | 0.01% | 408 |
|
|
2018
Q4 | $10K | Buy |
+198
| New | +$10K | 0.01% | 428 |
|