Running Oak Capital’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-62,713
| Closed | -$6.76M | – | 60 |
|
|
2023
Q1 | $6.76M | Sell |
62,713
-876
| -1% | -$94.4K | 1.93% | 19 |
|
|
2022
Q4 | $6.67M | Buy |
63,589
+4,234
| +7% | +$444K | 1.96% | 12 |
|
|
2022
Q3 | $5.36M | Buy |
+59,355
| New | +$5.36M | 1.85% | 23 |
|
|
2021
Q2 | $348K | Sell |
3,873
-63,547
| -94% | -$5.71M | 0.19% | 48 |
|
|
2021
Q1 | $5.99M | Sell |
67,420
-14,370
| -18% | -$1.28M | 1.82% | 17 |
|
|
2020
Q4 | $6.29M | Sell |
81,790
-4,457
| -5% | -$342K | 2.1% | 2 |
|
|
2020
Q3 | $4.95M | Sell |
86,247
-5,831
| -6% | -$335K | 1.8% | 23 |
|
|
2020
Q2 | $4.59M | Buy |
92,078
+9,805
| +12% | +$488K | 1.81% | 20 |
|
|
2020
Q1 | $4.17M | Buy |
82,273
+39,053
| +90% | +$1.98M | 1.81% | 28 |
|
|
2019
Q4 | $3.02M | Buy |
+43,220
| New | +$3.02M | 1.03% | 55 |
|