Rockefeller Capital Management’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-653
| Closed | -$68K | – | 2699 |
|
|
2022
Q4 | $68K | Buy |
653
+185
| +40% | +$19.3K | ﹤0.01% | 2228 |
|
|
2022
Q3 | $42K | Sell |
468
-67
| -13% | -$6.01K | ﹤0.01% | 2438 |
|
|
2022
Q2 | $49K | Buy |
535
+366
| +217% | +$33.5K | ﹤0.01% | 2302 |
|
|
2022
Q1 | $16K | Buy |
169
+1
| +0.6% | +$95 | ﹤0.01% | 2824 |
|
|
2021
Q4 | $20K | Hold |
168
| – | – | ﹤0.01% | 2642 |
|
|
2021
Q3 | $13K | Hold |
168
| – | – | ﹤0.01% | 2766 |
|
|
2021
Q2 | $15K | Buy |
168
+1
| +0.6% | +$89 | ﹤0.01% | 2604 |
|
|
2021
Q1 | $14K | Buy |
167
+8
| +5% | +$671 | ﹤0.01% | 2442 |
|
|
2020
Q4 | $12K | Buy |
159
+46
| +41% | +$3.47K | ﹤0.01% | 2177 |
|
|
2020
Q3 | $6K | Buy |
+113
| New | +$6K | ﹤0.01% | 2153 |
|
|
2019
Q4 | – | Sell |
-136
| Closed | -$9K | – | 2100 |
|
|
2019
Q3 | $9K | Hold |
136
| – | – | ﹤0.01% | 1452 |
|
|
2019
Q2 | $8K | Buy |
+136
| New | +$8K | ﹤0.01% | 1310 |
|