Y-Intercept (HK)’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.83M | Buy |
+74,418
| New | +$1.83M | 0.04% | 647 |
|
2024
Q2 | – | Sell |
-22,902
| Closed | -$712K | – | 1556 |
|
2024
Q1 | $712K | Buy |
22,902
+15,480
| +209% | +$482K | 0.05% | 531 |
|
2023
Q4 | $467K | Sell |
7,422
-1,015
| -12% | -$63.8K | 0.04% | 631 |
|
2023
Q3 | $580K | Buy |
+8,437
| New | +$580K | 0.06% | 510 |
|
2023
Q2 | – | Sell |
-3,976
| Closed | -$428K | – | 1423 |
|
2023
Q1 | $428K | Sell |
3,976
-148
| -4% | -$15.9K | 0.05% | 610 |
|
2022
Q4 | $433K | Buy |
+4,124
| New | +$433K | 0.06% | 488 |
|