BerganKDV Wealth Management’s C.H. Robinson CHRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$11.1K	Sell	118 -3	-2%	-$290	﹤0.01%	546
2023 Q1	$12.1K	Hold	121	–	–	﹤0.01%	577
2022 Q4	$11.1K	Sell	121 -16	-12%	-$1.52K	﹤0.01%	563
2022 Q3	$13K	Sell	137 -1	-0.7%	-$107	﹤0.01%	536
2022 Q2	$14K	Sell	138 -2	-1%	-$209	﹤0.01%	532
2022 Q1	$15K	Sell	140 -2	-1%	-$203	﹤0.01%	546
2021 Q4	$15K	Sell	142 -2	-1%	-$194	﹤0.01%	581
2021 Q3	$13K	Hold	144	–	–	﹤0.01%	591
2021 Q2	$13K	Hold	144	–	–	﹤0.01%	562
2021 Q1	$14K	Hold	144	–	–	﹤0.01%	528
2020 Q4	$14K	Hold	144	–	–	﹤0.01%	522
2020 Q3	$15K	Sell	144 -200	-58%	-$18.8K	﹤0.01%	456
2020 Q2	$27K	Buy	344 +224	+187%	+$16.9K	﹤0.01%	422
2020 Q1	$8K	Hold	120	–	–	﹤0.01%	512
2019 Q4	$9K	Buy	120 +6	+5%	+$478	﹤0.01%	534
2019 Q3	$10K	Hold	114	–	–	﹤0.01%	501
2019 Q2	$10K	Sell	114 -1,500	-93%	-$126K	﹤0.01%	515
2019 Q1	$140K	Buy	1,614 +1,500	+1,316%	+$132K	0.03%	240
2018 Q4	$10K	Buy	114 +14	+14%	+$1.25K	﹤0.01%	477
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	487
2018 Q2	$8K	Buy	+100	New	+$8.92K	﹤0.01%	523