Summit Global Investments’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 |
-16,788
| Closed | -$1.06M | – | 535 |
|
|
2023
Q4 | $1.06M | Buy |
16,788
+2,598
| +18% | +$163K | 0.07% | 232 |
|
|
2023
Q3 | $975K | Buy |
+14,190
| New | +$975K | 0.06% | 227 |
|
|
2018
Q4 | – | Sell |
-11,800
| Closed | -$846K | – | 273 |
|
|
2018
Q3 | $846K | Buy |
11,800
+500
| +4% | +$35.8K | 0.11% | 149 |
|
|
2018
Q2 | $668K | Buy |
11,300
+1,300
| +13% | +$76.9K | 0.1% | 171 |
|
|
2018
Q1 | $529K | Sell |
10,000
-100
| -1% | -$5.29K | 0.08% | 220 |
|
|
2017
Q4 | $580K | Buy |
10,100
+900
| +10% | +$51.7K | 0.09% | 153 |
|
|
2017
Q3 | $527K | Sell |
9,200
-100
| -1% | -$5.73K | 0.08% | 167 |
|
|
2017
Q2 | $496K | Buy |
9,300
+800
| +9% | +$42.7K | 0.15% | 174 |
|
|
2017
Q1 | $404K | Hold |
8,500
| – | – | 0.13% | 182 |
|
|
2016
Q4 | $403K | Buy |
+8,500
| New | +$403K | 0.15% | 160 |
|