CreativeOne Wealth’s C.H. Robinson CHRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,152
Closed -$220K 1126
2025
Q1
$220K Sell
2,152
-3,848
-64% -$394K 0.01% 969
2024
Q4
$620K Buy
+6,000
New +$620K 0.02% 630
2022
Q2
Sell
-3,025
Closed -$326K 727
2022
Q1
$326K Sell
3,025
-1,505
-33% -$162K 0.02% 557
2021
Q4
$488K Buy
4,530
+1,242
+38% +$134K 0.02% 465
2021
Q3
$286K Buy
+3,288
New +$286K 0.02% 569