Winton Group’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,735
| Closed | -$290K | – | 829 |
|
|
2023
Q2 | $290K | Sell |
2,735
-6,456
| -70% | -$685K | 0.02% | 538 |
|
|
2023
Q1 | $990K | Buy |
9,191
+1,681
| +22% | +$181K | 0.06% | 447 |
|
|
2022
Q4 | $788K | Sell |
7,510
-290
| -4% | -$30.4K | 0.05% | 489 |
|
|
2022
Q3 | $704K | Sell |
7,800
-4,372
| -36% | -$395K | 0.05% | 540 |
|
|
2022
Q2 | $1.12M | Buy |
12,172
+6,219
| +104% | +$572K | 0.06% | 449 |
|
|
2022
Q1 | $582K | Buy |
5,953
+2,525
| +74% | +$247K | 0.03% | 636 |
|
|
2021
Q4 | $415K | Buy |
+3,428
| New | +$415K | 0.03% | 732 |
|
|
2020
Q1 | – | Sell |
-40,228
| Closed | -$2.81M | – | 1447 |
|
|
2019
Q4 | $2.81M | Buy |
40,228
+27,383
| +213% | +$1.92M | 0.04% | 680 |
|
|
2019
Q3 | $818K | Buy |
+12,845
| New | +$818K | 0.01% | 921 |
|
|
2019
Q2 | – | Sell |
-62,431
| Closed | -$4.04M | – | 1188 |
|
|
2019
Q1 | $4.04M | Buy |
+62,431
| New | +$4.04M | 0.08% | 250 |
|
|
2018
Q3 | – | Sell |
-139,360
| Closed | -$8.23M | – | 1048 |
|
|
2018
Q2 | $8.23M | Buy |
+139,360
| New | +$8.23M | 0.21% | 187 |
|