FirstPurpose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,130
| Closed | -$201K | – | 199 |
|
|
2023
Q2 | $201K | Buy |
2,130
+100
| +5% | +$9.44K | 0.09% | 188 |
|
|
2023
Q1 | $202K | Buy |
+2,030
| New | +$202K | 0.1% | 180 |
|
|
2022
Q2 | – | Sell |
-3,113
| Closed | -$335K | – | 144 |
|
|
2022
Q1 | $335K | Buy |
3,113
+317
| +11% | +$34.1K | 0.26% | 88 |
|
|
2021
Q4 | $301K | Buy |
+2,796
| New | +$301K | 0.19% | 98 |
|