TFO Wealth Partners’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$31 | – | 326 |
|
|
2024
Q1 | $31 | Hold |
1
| – | – | ﹤0.01% | 750 |
|
|
2023
Q4 | $63 | Hold |
1
| – | – | ﹤0.01% | 854 |
|
|
2023
Q3 | $106 | Hold |
1
| – | – | ﹤0.01% | 965 |
|
|
2023
Q2 | $106 | Hold |
1
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $108 | Sell |
1
-1,948
| -100% | -$210K | ﹤0.01% | 631 |
|
|
2022
Q4 | $22.7K | Buy |
+1,949
| New | +$22.7K | 0.01% | 78 |
|