MGWM
Marks Group Wealth Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-63,531
| Closed | -$6.85M | – | 280 |
|
|
2023
Q1 | $6.85M | Buy |
63,531
+383
| +0.6% | +$41.3K | 0.87% | 38 |
|
|
2022
Q4 | $6.62M | Sell |
63,148
-379
| -0.6% | -$39.8K | 0.9% | 30 |
|
|
2022
Q3 | $5.73M | Buy |
63,527
+1,432
| +2% | +$129K | 0.87% | 39 |
|
|
2022
Q2 | $5.71M | Sell |
62,095
-163
| -0.3% | -$15K | 0.82% | 39 |
|
|
2022
Q1 | $6.09M | Buy |
62,258
+3,810
| +7% | +$373K | 0.77% | 49 |
|
|
2021
Q4 | $7.09M | Sell |
58,448
-3,828
| -6% | -$464K | 0.86% | 24 |
|
|
2021
Q3 | $5.16M | Buy |
62,276
+747
| +1% | +$61.9K | 0.7% | 64 |
|
|
2021
Q2 | $5.54M | Sell |
61,529
-2,717
| -4% | -$244K | 0.76% | 56 |
|
|
2021
Q1 | $5.72M | Sell |
64,246
-17,238
| -21% | -$1.53M | 0.85% | 34 |
|
|
2020
Q4 | $6.26M | Sell |
81,484
-2,069
| -2% | -$159K | 0.98% | 16 |
|
|
2020
Q3 | $4.79M | Sell |
83,553
-6,248
| -7% | -$358K | 0.87% | 36 |
|
|
2020
Q2 | $4.47M | Buy |
89,801
+16,852
| +23% | +$840K | 0.91% | 29 |
|
|
2020
Q1 | $3.7M | Buy |
72,949
+30,462
| +72% | +$1.54M | 0.95% | 29 |
|
|
2019
Q4 | $2.97M | Buy |
+42,487
| New | +$2.97M | 0.58% | 76 |
|