B. Riley Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,767
| Closed | -$335K | – | 1289 |
|
|
2024
Q2 | $335K | Sell |
3,767
-1,140
| -23% | -$101K | 0.01% | 981 |
|
|
2024
Q1 | $426K | Buy |
4,907
+484
| +11% | +$42K | 0.01% | 878 |
|
|
2023
Q4 | $385K | Sell |
4,423
-484
| -10% | -$42.1K | 0.01% | 946 |
|
|
2023
Q3 | $426K | Sell |
4,907
-395
| -7% | -$34.3K | 0.01% | 878 |
|
|
2023
Q2 | $503K | Buy |
5,302
+462
| +10% | +$43.8K | 0.01% | 850 |
|
|
2023
Q1 | $484K | Sell |
4,840
-221
| -4% | -$22.1K | 0.01% | 817 |
|
|
2022
Q4 | $466K | Sell |
5,061
-197
| -4% | -$18.1K | 0.01% | 817 |
|
|
2022
Q3 | $507K | Buy |
5,258
+738
| +16% | +$71.2K | 0.02% | 755 |
|
|
2022
Q2 | $459K | Buy |
4,520
+2
| +0% | +$203 | 0.02% | 693 |
|
|
2022
Q1 | $487K | Buy |
4,518
+25
| +0.6% | +$2.7K | 0.02% | 762 |
|
|
2021
Q4 | $484K | Sell |
4,493
-70
| -2% | -$7.54K | 0.01% | 824 |
|
|
2021
Q3 | $397K | Buy |
4,563
+276
| +6% | +$24K | 0.01% | 895 |
|
|
2021
Q2 | $402K | Sell |
4,287
-13
| -0.3% | -$1.22K | 0.01% | 879 |
|
|
2021
Q1 | $410K | Buy |
4,300
+2
| +0% | +$191 | 0.01% | 835 |
|
|
2020
Q4 | $404K | Sell |
4,298
-629
| -13% | -$59.1K | 0.02% | 607 |
|
|
2020
Q3 | $496K | Buy |
4,927
+27
| +0.6% | +$2.72K | 0.03% | 534 |
|
|
2020
Q2 | $389K | Sell |
4,900
-134
| -3% | -$10.6K | 0.03% | 536 |
|
|
2020
Q1 | $335K | Buy |
5,034
+540
| +12% | +$35.9K | 0.03% | 508 |
|
|
2019
Q4 | $353K | Sell |
4,494
-288
| -6% | -$22.6K | 0.03% | 537 |
|
|
2019
Q3 | $406K | Sell |
4,782
-631
| -12% | -$53.6K | 0.04% | 473 |
|
|
2019
Q2 | $457K | Buy |
5,413
+1,669
| +45% | +$141K | 0.05% | 409 |
|
|
2019
Q1 | $326K | Sell |
3,744
-3
| -0.1% | -$261 | 0.04% | 462 |
|
|
2018
Q4 | $316K | Sell |
3,747
-447
| -11% | -$37.7K | 0.05% | 417 |
|
|
2018
Q3 | $411K | Buy |
4,194
+900
| +27% | +$88.2K | 0.05% | 398 |
|
|
2018
Q2 | $277K | Buy |
3,294
+513
| +18% | +$43.1K | 0.04% | 498 |
|
|
2018
Q1 | $262K | Buy |
+2,781
| New | +$262K | 0.04% | 495 |
|
|
2015
Q1 | – | Sell |
-5
| Closed | – | – | 796 |
|
|
2014
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3667 |
|