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Naviter Wealth’s Forward Air FWRD Stock Holding History

Naviter Wealth’s Portfolio FWRD Stock Details FWRD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,670
Closed -$378K – 287
2024
Q3 		$378K Sell
10,670
-2,230
-17% -$78.9K 0.05% 195
2024
Q2 		$246K Buy
+12,900
New +$246K 0.04% 205