Spire Wealth Management’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 | – | Sell |
-2,435
| Closed | -$48.9K | – | 2445 |
|
|
2025
Q1 | $48.9K | Hold |
2,435
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q4 | $78.5K | Sell |
2,435
-2,800
| -53% | -$90.3K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $185K | Sell |
5,235
-45
| -0.9% | -$1.59K | 0.01% | 745 |
|
|
2024
Q2 | $101K | Buy |
5,280
+2,860
| +118% | +$54.5K | ﹤0.01% | 891 |
|
|
2024
Q1 | $75.3K | Buy |
+2,420
| New | +$75.3K | ﹤0.01% | 1086 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$1.83K | – | 2441 |
|
|
2023
Q1 | $1.83K | Buy |
17
+5
| +42% | +$539 | ﹤0.01% | 2279 |
|
|
2022
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2186 |
|