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 |
|