Valeo Financial Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1721 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1795 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q4 | $1K | Buy |
20
+3
| +18% | +$150 | ﹤0.01% | 1519 |
|
|
2019
Q3 | $1K | Buy |
17
+4
| +31% | +$235 | ﹤0.01% | 1434 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1440 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1572 |
|
|
2018
Q3 | $1K | Buy |
9
+5
| +125% | +$556 | ﹤0.01% | 1611 |
|
|
2018
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1666 |
|