Pathstone Family Office’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $277K | Buy |
4,026
+78
| +2% | +$5.36K | ﹤0.01% | 1350 |
|
|
2023
Q2 | $419K | Sell |
3,948
-139
| -3% | -$14.7K | 0.01% | 820 |
|
|
2023
Q1 | $442K | Sell |
4,087
-6,137
| -60% | -$663K | 0.01% | 751 |
|
|
2022
Q4 | $954K | Buy |
10,224
+1,104
| +12% | +$103K | 0.01% | 814 |
|
|
2022
Q3 | $823K | Buy |
9,120
+6,089
| +201% | +$550K | 0.01% | 842 |
|
|
2022
Q2 | $279K | Buy |
3,031
+31
| +1% | +$2.85K | 0.01% | 825 |
|
|
2022
Q1 | $383K | Hold |
3,000
| – | – | 0.01% | 652 |
|
|
2021
Q4 | $363K | Hold |
3,000
| – | – | 0.01% | 654 |
|
|
2021
Q3 | $249K | Buy |
3,000
+200
| +7% | +$16.6K | 0.01% | 734 |
|
|
2021
Q2 | $251K | Buy |
+2,800
| New | +$251K | 0.01% | 697 |
|
|
2019
Q4 | – | Sell |
-528
| Closed | -$33K | – | 500 |
|
|
2019
Q3 | $33K | Buy |
528
+1
| +0.2% | +$63 | ﹤0.01% | 324 |
|
|
2019
Q2 | $31K | Buy |
+527
| New | +$31K | ﹤0.01% | 384 |
|