One Wealth Advisors’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,400
| Closed | -$147K | – | 347 |
|
|
2022
Q4 | $147K | Buy |
+1,400
| New | +$147K | 0.03% | 236 |
|
|
2019
Q2 | – | Sell |
-1,523
| Closed | -$99K | – | 248 |
|
|
2019
Q1 | $99K | Buy |
+1,523
| New | +$99K | 0.08% | 179 |
|
|
2018
Q4 | – | Sell |
-1,557
| Closed | -$112K | – | 240 |
|
|
2018
Q3 | $112K | Sell |
1,557
-31
| -2% | -$2.23K | 0.09% | 181 |
|
|
2018
Q2 | $94K | Hold |
1,588
| – | – | 0.08% | 201 |
|
|
2018
Q1 | $84K | Sell |
1,588
-101
| -6% | -$5.34K | 0.07% | 192 |
|
|
2017
Q4 | $97K | Buy |
+1,689
| New | +$97K | 0.08% | 200 |
|