BerganKDV Wealth Management’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.1K | Sell |
118
-3
| -2% | -$283 | ﹤0.01% | 546 |
|
|
2023
Q1 | $12.1K | Hold |
121
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $11.1K | Sell |
121
-16
| -12% | -$1.47K | ﹤0.01% | 563 |
|
|
2022
Q3 | $13K | Sell |
137
-1
| -0.7% | -$95 | ﹤0.01% | 535 |
|
|
2022
Q2 | $14K | Sell |
138
-2
| -1% | -$203 | ﹤0.01% | 532 |
|
|
2022
Q1 | $15K | Sell |
140
-2
| -1% | -$214 | ﹤0.01% | 546 |
|
|
2021
Q4 | $15K | Sell |
142
-2
| -1% | -$211 | ﹤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% | -$20.8K | ﹤0.01% | 456 |
|
|
2020
Q2 | $27K | Buy |
344
+224
| +187% | +$17.6K | ﹤0.01% | 422 |
|
|
2020
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $9K | Buy |
120
+6
| +5% | +$450 | ﹤0.01% | 534 |
|
|
2019
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 501 |
|
|
2019
Q2 | $10K | Sell |
114
-1,500
| -93% | -$132K | ﹤0.01% | 515 |
|
|
2019
Q1 | $140K | Buy |
1,614
+1,500
| +1,316% | +$130K | 0.03% | 240 |
|
|
2018
Q4 | $10K | Buy |
114
+14
| +14% | +$1.23K | ﹤0.01% | 477 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
|
2018
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 523 |
|