EWA
Encompass Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,201
| Closed | -$464K | – | 102 |
|
|
2024
Q3 | $464K | Hold |
4,201
| – | – | 0.12% | 149 |
|
|
2024
Q2 | $370K | Hold |
4,201
| – | – | 0.1% | 167 |
|
|
2024
Q1 | $320K | Hold |
4,201
| – | – | 0.08% | 189 |
|
|
2023
Q4 | $363K | Hold |
4,201
| – | – | 0.11% | 150 |
|
|
2023
Q3 | $362K | Hold |
4,201
| – | – | 0.12% | 144 |
|
|
2023
Q2 | $396K | Hold |
4,201
| – | – | 0.13% | 141 |
|
|
2023
Q1 | $418K | Hold |
4,201
| – | – | 0.14% | 127 |
|
|
2022
Q4 | $385K | Hold |
4,201
| – | – | 0.14% | 128 |
|
|
2022
Q3 | $405K | Hold |
4,201
| – | – | 0.15% | 124 |
|
|
2022
Q2 | $426K | Sell |
4,201
-34
| -0.8% | -$3.45K | 0.15% | 121 |
|
|
2022
Q1 | $456K | Hold |
4,235
| – | – | 0.12% | 139 |
|
|
2021
Q4 | $456K | Hold |
4,235
| – | – | 0.11% | 138 |
|
|
2021
Q3 | $368K | Hold |
4,235
| – | – | 0.1% | 152 |
|
|
2021
Q2 | $396K | Hold |
4,235
| – | – | 0.1% | 153 |
|
|
2021
Q1 | $420K | Buy |
4,235
+235
| +6% | +$23.3K | 0.11% | 151 |
|
|
2020
Q4 | $375K | Buy |
+4,000
| New | +$375K | 0.22% | 74 |
|