1WA
180 Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,137
| Closed | -$224K | – | 378 |
|
|
2021
Q4 | $224K | Sell |
2,137
-14
| -0.7% | -$1.47K | 0.05% | 329 |
|
|
2021
Q3 | $204K | Buy |
+2,151
| New | +$204K | 0.04% | 357 |
|
|
2020
Q3 | – | Sell |
-2,321
| Closed | -$200K | – | 268 |
|
|
2020
Q2 | $200K | Buy |
+2,321
| New | +$200K | 0.08% | 250 |
|
|
2019
Q4 | – | Sell |
-5,612
| Closed | -$478K | – | 266 |
|
|
2019
Q3 | $478K | Sell |
5,612
-2,226
| -28% | -$190K | 0.21% | 130 |
|
|
2019
Q2 | $635K | Buy |
7,838
+723
| +10% | +$58.6K | 0.29% | 102 |
|
|
2019
Q1 | $587K | Sell |
7,115
-660
| -8% | -$54.5K | 0.27% | 106 |
|
|
2018
Q4 | $761K | Hold |
7,775
| – | – | 0.36% | 85 |
|
|
2018
Q3 | $761K | Sell |
7,775
-3,333
| -30% | -$326K | 0.35% | 87 |
|
|
2018
Q2 | $929K | Buy |
11,108
+109
| +1% | +$9.12K | 0.46% | 63 |
|
|
2018
Q1 | $1.03M | Buy |
+10,999
| New | +$1.03M | 0.54% | 54 |
|