Patriot Financial Group Insurance Agency’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-166
| Closed | -$15K | – | 978 |
|
|
2022
Q2 | $15K | Sell |
166
-42
| -20% | -$3.8K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $20K | Sell |
208
-78
| -27% | -$7.5K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $35K | Buy |
286
+31
| +12% | +$3.79K | 0.01% | 1000 |
|
|
2021
Q3 | $21K | Buy |
255
+42
| +20% | +$3.46K | ﹤0.01% | 1186 |
|
|
2021
Q2 | $19K | Sell |
213
-5
| -2% | -$446 | ﹤0.01% | 1203 |
|
|
2021
Q1 | $19K | Sell |
218
-11
| -5% | -$959 | ﹤0.01% | 1114 |
|
|
2020
Q4 | $18K | Hold |
229
| – | – | ﹤0.01% | 1016 |
|
|
2020
Q3 | $13K | Hold |
229
| – | – | ﹤0.01% | 943 |
|
|
2020
Q2 | $11K | Buy |
229
+9
| +4% | +$432 | ﹤0.01% | 940 |
|
|
2020
Q1 | $11K | Buy |
+220
| New | +$11K | 0.01% | 827 |
|