Wealthspire Advisors (Maryland)’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-51
| Closed | -$3K | – | 1054 |
|
|
2019
Q1 | $3K | Sell |
51
-50
| -50% | -$2.94K | ﹤0.01% | 1998 |
|
|
2018
Q4 | $6K | Buy |
101
+26
| +35% | +$1.55K | ﹤0.01% | 1652 |
|
|
2018
Q3 | $5K | Buy |
75
+21
| +39% | +$1.4K | ﹤0.01% | 1788 |
|
|
2018
Q2 | $3K | Buy |
54
+34
| +170% | +$1.89K | ﹤0.01% | 1999 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2334 |
|
|
2017
Q4 | $1K | Buy |
20
+11
| +122% | +$550 | ﹤0.01% | 2276 |
|
|
2017
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2093 |
|
|
2016
Q1 | – | Sell |
-7
| Closed | – | – | 1782 |
|
|
2015
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1736 |
|