Moody Aldrich Partners’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-73,193
| Closed | -$4.2M | – | 177 |
|
|
2020
Q3 | $4.2M | Buy |
73,193
+1,737
| +2% | +$99.7K | 0.88% | 49 |
|
|
2020
Q2 | $3.56M | Buy |
71,456
+10,446
| +17% | +$520K | 0.76% | 56 |
|
|
2020
Q1 | $3.09M | Sell |
61,010
-108
| -0.2% | -$5.47K | 0.93% | 43 |
|
|
2019
Q4 | $4.28M | Buy |
61,118
+538
| +0.9% | +$37.6K | 0.88% | 42 |
|
|
2019
Q3 | $3.86M | Sell |
60,580
-674
| -1% | -$42.9K | 1.03% | 40 |
|
|
2019
Q2 | $3.62M | Buy |
61,254
+1,610
| +3% | +$95.2K | 0.93% | 47 |
|
|
2019
Q1 | $3.86M | Buy |
59,644
+3,064
| +5% | +$198K | 1.08% | 44 |
|
|
2018
Q4 | $3.1M | Buy |
56,580
+2,017
| +4% | +$111K | 1.02% | 43 |
|
|
2018
Q3 | $3.91M | Buy |
54,563
+8,724
| +19% | +$625K | 1.13% | 37 |
|
|
2018
Q2 | $2.71M | Buy |
45,839
+19,610
| +75% | +$1.16M | 0.96% | 54 |
|
|
2018
Q1 | $1.39M | Buy |
+26,229
| New | +$1.39M | 0.89% | 62 |
|
|
2016
Q3 | – | Sell |
-32,070
| Closed | -$1.43M | – | 99 |
|
|
2016
Q2 | $1.43M | Buy |
32,070
+24,930
| +349% | +$1.11M | 1.18% | 32 |
|
|
2016
Q1 | $324K | Buy |
+7,140
| New | +$324K | 0.68% | 76 |
|