Financial Synergies Wealth Advisors’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$367 | – | 516 |
|
|
2023
Q4 | $367 | Buy |
+4
| New | +$367 | ﹤0.01% | 403 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$398 | – | 500 |
|
|
2023
Q1 | $398 | Hold |
4
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $367 | Hold |
4
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $386 | Hold |
4
| – | – | ﹤0.01% | 386 |
|
|
2022
Q2 | $406 | Buy |
+4
| New | +$406 | ﹤0.01% | 390 |
|