EWM
Evercore Wealth Management’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-553
| Closed | -$49K | – | 421 |
|
|
2017
Q4 | $49K | Hold |
553
| – | – | ﹤0.01% | 582 |
|
|
2017
Q3 | $42K | Sell |
553
-375
| -40% | -$28.5K | ﹤0.01% | 597 |
|
|
2017
Q2 | $64K | Hold |
928
| – | – | ﹤0.01% | 542 |
|
|
2017
Q1 | $72K | Hold |
928
| – | – | ﹤0.01% | 538 |
|
|
2016
Q4 | $68K | Hold |
928
| – | – | ﹤0.01% | 549 |
|
|
2016
Q3 | $65K | Hold |
928
| – | – | ﹤0.01% | 551 |
|
|
2016
Q2 | $69K | Buy |
928
+375
| +68% | +$27.9K | ﹤0.01% | 517 |
|
|
2016
Q1 | $41K | Sell |
553
-60
| -10% | -$4.45K | ﹤0.01% | 603 |
|
|
2015
Q4 | $38K | Buy |
613
+60
| +11% | +$3.72K | ﹤0.01% | 644 |
|
|
2015
Q3 | $38K | Hold |
553
| – | – | ﹤0.01% | 632 |
|
|
2015
Q2 | $34K | Hold |
553
| – | – | ﹤0.01% | 698 |
|
|
2015
Q1 | $40K | Hold |
553
| – | – | ﹤0.01% | 662 |
|
|
2014
Q4 | $41K | Hold |
553
| – | – | ﹤0.01% | 570 |
|
|
2014
Q3 | $37K | Sell |
553
-36
| -6% | -$2.41K | ﹤0.01% | 647 |
|
|
2014
Q2 | $38K | Hold |
589
| – | – | ﹤0.01% | 647 |
|
|
2014
Q1 | $31K | Sell |
589
-57
| -9% | -$3K | ﹤0.01% | 664 |
|
|
2013
Q4 | $37K | Sell |
646
-675
| -51% | -$38.7K | ﹤0.01% | 603 |
|
|
2013
Q3 | $78K | Buy |
1,321
+175
| +15% | +$10.3K | ﹤0.01% | 518 |
|
|
2013
Q2 | $64K | Buy |
+1,146
| New | +$64K | ﹤0.01% | 539 |
|