RWM
RBA Wealth Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42,981
| Closed | -$2.7M | – | 92 |
|
|
2023
Q4 | $2.7M | Buy |
42,981
+1,911
| +5% | +$120K | 1.18% | 39 |
|
|
2023
Q3 | $2.82M | Buy |
41,070
+1,594
| +4% | +$110K | 1.36% | 37 |
|
|
2023
Q2 | $4.19M | Buy |
39,476
+552
| +1% | +$58.6K | 1.95% | 21 |
|
|
2023
Q1 | $4.19M | Buy |
38,924
+1,199
| +3% | +$129K | 2.09% | 20 |
|
|
2022
Q4 | $3.96M | Buy |
37,725
+792
| +2% | +$83.1K | 2.08% | 21 |
|
|
2022
Q3 | $3.33M | Buy |
36,933
+535
| +1% | +$48.3K | 1.92% | 22 |
|
|
2022
Q2 | $3.35M | Buy |
36,398
+831
| +2% | +$76.4K | 1.86% | 27 |
|
|
2022
Q1 | $3.48M | Buy |
35,567
+351
| +1% | +$34.3K | 1.67% | 31 |
|
|
2021
Q4 | $4.26M | Buy |
+35,216
| New | +$4.26M | 2.01% | 14 |
|
|
2021
Q2 | – | Sell |
-28,077
| Closed | -$2.49M | – | 125 |
|
|
2021
Q1 | $2.49M | Buy |
28,077
+1,207
| +4% | +$107K | 2.12% | 19 |
|
|
2020
Q4 | $2.07M | Buy |
26,870
+3,180
| +13% | +$244K | 1.24% | 34 |
|
|
2020
Q3 | $1.36M | Buy |
23,690
+5,197
| +28% | +$298K | 0.92% | 48 |
|
|
2020
Q2 | $921K | Buy |
+18,493
| New | +$921K | 0.67% | 57 |
|