Meritage Portfolio Management’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 |
-5,564
| Closed | -$350K | – | 349 |
|
|
2023
Q4 | $350K | Buy |
5,564
+118
| +2% | +$7.42K | 0.02% | 281 |
|
|
2023
Q3 | $374K | Buy |
5,446
+1,767
| +48% | +$121K | 0.03% | 264 |
|
|
2023
Q2 | $390K | Buy |
3,679
+594
| +19% | +$63K | 0.03% | 265 |
|
|
2023
Q1 | $332K | Sell |
3,085
-105
| -3% | -$11.3K | 0.02% | 245 |
|
|
2022
Q4 | $335K | Buy |
3,190
+109
| +4% | +$11.4K | 0.03% | 245 |
|
|
2022
Q3 | $278K | Buy |
3,081
+12
| +0.4% | +$1.08K | 0.02% | 256 |
|
|
2022
Q2 | $282K | Buy |
3,069
+70
| +2% | +$6.43K | 0.02% | 255 |
|
|
2022
Q1 | $293K | Buy |
2,999
+247
| +9% | +$24.1K | 0.02% | 274 |
|
|
2021
Q4 | $333K | Buy |
2,752
+142
| +5% | +$17.2K | 0.02% | 250 |
|
|
2021
Q3 | $217K | Buy |
+2,610
| New | +$217K | 0.01% | 296 |
|