Avantax Advisory Services’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,487
| Closed | -$666K | – | 810 |
|
|
2019
Q4 | $666K | Sell |
8,487
-212
| -2% | -$16.6K | 0.02% | 409 |
|
|
2019
Q3 | $742K | Buy |
8,699
+315
| +4% | +$26.9K | 0.03% | 258 |
|
|
2019
Q2 | $707K | Buy |
8,384
+150
| +2% | +$12.6K | 0.03% | 241 |
|
|
2019
Q1 | $716K | Buy |
8,234
+2,038
| +33% | +$177K | 0.04% | 227 |
|
|
2018
Q4 | $524K | Buy |
+6,196
| New | +$524K | 0.09% | 219 |
|