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