Schroder Investment Management Group’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-410,664
| Closed | -$25.8M | – | 1211 |
|
|
2023
Q4 | $25.8M | Buy |
410,664
+77,909
| +23% | +$4.9M | 0.03% | 427 |
|
|
2023
Q3 | $22.9M | Buy |
+332,755
| New | +$22.9M | 0.03% | 427 |
|
|
2015
Q1 | – | Sell |
-219,000
| Closed | -$11M | – | 1260 |
|
|
2014
Q4 | $11M | Sell |
219,000
-70,700
| -24% | -$3.56M | 0.02% | 622 |
|
|
2014
Q3 | $13M | Sell |
289,700
-38,400
| -12% | -$1.72M | 0.02% | 607 |
|
|
2014
Q2 | $15.7M | Buy |
328,100
+10,900
| +3% | +$522K | 0.02% | 548 |
|
|
2014
Q1 | $14.6M | Buy |
317,200
+34,600
| +12% | +$1.6M | 0.02% | 545 |
|
|
2013
Q4 | $12.4M | Buy |
282,600
+1,300
| +0.5% | +$57.1K | 0.02% | 591 |
|
|
2013
Q3 | $11.3M | Buy |
281,300
+92,700
| +49% | +$3.74M | 0.03% | 603 |
|
|
2013
Q2 | $7.22M | Buy |
+188,600
| New | +$7.22M | 0.02% | 673 |
|