SAG
SageView Advisory Group’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,437
| Closed | -$236K | – | 681 |
|
|
2023
Q3 | $236K | Sell |
3,437
-32
| -0.9% | -$2.2K | 0.01% | 481 |
|
|
2023
Q2 | $368K | Buy |
3,469
+191
| +6% | +$20.3K | 0.02% | 407 |
|
|
2023
Q1 | $353K | Buy |
3,278
+17
| +0.5% | +$1.83K | 0.02% | 359 |
|
|
2022
Q4 | $342K | Buy |
+3,261
| New | +$342K | 0.03% | 304 |
|