Glassman Wealth Services’s C.H. Robinson CHRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-133	Closed	-$11.5K	–	513
2023 Q4	$11.5K	Sell	133 -18	-12%	-$1.51K	﹤0.01%	843
2023 Q3	$13K	Buy	151 +11	+8%	+$1.03K	﹤0.01%	779
2023 Q2	$13.2K	Buy	140 +8	+6%	+$773	﹤0.01%	738
2023 Q1	$13.1K	Buy	132 +1	+0.8%	+$98	﹤0.01%	740
2022 Q4	$12K	Sell	131 -24	-15%	-$2.29K	﹤0.01%	780
2022 Q3	$15K	Buy	155 +10	+7%	+$1.07K	﹤0.01%	687
2022 Q2	$15K	Buy	145 +47	+48%	+$4.91K	﹤0.01%	697
2022 Q1	$11K	Buy	98 +15	+18%	+$1.52K	﹤0.01%	793
2021 Q4	$9K	Buy	83 +12	+17%	+$1.17K	﹤0.01%	818
2021 Q3	$6K	Buy	71 +28	+65%	+$2.53K	﹤0.01%	897
2021 Q2	$4K	Buy	43 +2	+5%	+$195	﹤0.01%	969
2021 Q1	$4K	Buy	41 +3	+8%	+$280	﹤0.01%	916
2020 Q4	$4K	Hold	38	–	–	﹤0.01%	898
2020 Q3	$4K	Buy	38 +6	+19%	+$563	﹤0.01%	825
2020 Q2	$3K	Hold	32	–	–	﹤0.01%	736
2020 Q1	$2K	Sell	32 -99	-76%	-$7.11K	﹤0.01%	685
2019 Q4	$10K	Hold	131	–	–	﹤0.01%	476
2019 Q3	$11K	Hold	131	–	–	﹤0.01%	429
2019 Q2	$11K	Buy	131 +3	+2%	+$252	﹤0.01%	442
2019 Q1	$11K	Buy	+128	New	+$11.2K	﹤0.01%	433
2017 Q3	–	Sell	-3	Closed	–	–	561
2017 Q2	$0	Buy	+3	New	+$213	﹤0.01%	557