Simplex Trading’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87K | Buy |
+3,563
| New | +$87K | ﹤0.01% | 1231 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2924 |
|
|
2024
Q4 | – | Sell |
-33,914
| Closed | -$1.2M | – | 3011 |
|
|
2024
Q3 | $1.2M | Buy |
+33,914
| New | +$1.2M | ﹤0.01% | 400 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2970 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2940 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2995 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2890 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$2K | – | 2979 |
|
|
2023
Q1 | $2K | Sell |
24
-220
| -90% | -$18.3K | ﹤0.01% | 2040 |
|
|
2022
Q4 | $25K | Buy |
244
+186
| +321% | +$19.1K | ﹤0.01% | 1534 |
|
|
2022
Q3 | $5K | Buy |
58
+38
| +190% | +$3.28K | ﹤0.01% | 2195 |
|
|
2022
Q2 | $1K | Sell |
20
-200
| -91% | -$10K | ﹤0.01% | 2412 |
|
|
2022
Q1 | $21K | Sell |
220
-98
| -31% | -$9.36K | ﹤0.01% | 2062 |
|
|
2021
Q4 | $38K | Buy |
+318
| New | +$38K | ﹤0.01% | 1943 |
|
|
2021
Q1 | – | Sell |
-305
| Closed | -$23K | – | 2920 |
|
|
2020
Q4 | $23K | Sell |
305
-3,211
| -91% | -$242K | ﹤0.01% | 1754 |
|
|
2020
Q3 | $201K | Buy |
+3,516
| New | +$201K | ﹤0.01% | 844 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2395 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2420 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2292 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2250 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2174 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2201 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$4K | – | 2254 |
|
|
2018
Q3 | $4K | Buy |
56
+39
| +229% | +$2.79K | ﹤0.01% | 1788 |
|
|
2018
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1927 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2281 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2220 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2118 |
|
|
2015
Q4 | – | Sell |
-929
| Closed | -$38K | – | 2050 |
|
|
2015
Q3 | $38K | Buy |
+929
| New | +$38K | ﹤0.01% | 1032 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 2069 |
|
|
2015
Q1 | – | Sell |
-396
| Closed | -$20K | – | 1989 |
|
|
2014
Q4 | $20K | Buy |
+396
| New | +$20K | ﹤0.01% | 882 |
|