SRH Advisors’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 | $108K | Hold |
4,390
| – | – | 0.03% | 91 |
|
|
2025
Q1 | $88.2K | Hold |
4,390
| – | – | 0.03% | 96 |
|
|
2024
Q4 | $142K | Hold |
4,390
| – | – | 0.04% | 73 |
|
|
2024
Q3 | $155K | Hold |
4,390
| – | – | 0.05% | 71 |
|
|
2024
Q2 | $83.6K | Buy |
4,390
+1,390
| +46% | +$26.5K | 0.03% | 94 |
|
|
2024
Q1 | $93.3K | Buy |
+3,000
| New | +$93.3K | 0.03% | 94 |
|