Concord Wealth Partners’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
Q1 | – | Sell |
-22
| Closed | -$2.02K | – | 1032 |
|
|
2022
Q4 | $2.02K | Buy |
+22
| New | +$2.02K | ﹤0.01% | 931 |
|
|
2022
Q3 | – | Sell |
-118
| Closed | -$12K | – | 322 |
|
|
2022
Q2 | $12K | Hold |
118
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $13K | Buy |
118
+15
| +15% | +$1.65K | ﹤0.01% | 710 |
|
|
2021
Q4 | $11K | Buy |
103
+53
| +106% | +$5.66K | ﹤0.01% | 755 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $5K | Sell |
50
-5
| -9% | -$500 | ﹤0.01% | 723 |
|
|
2021
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 659 |
|