Icon Wealth Partners’s C.H. Robinson CHRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,698
| Closed | -$1M | – | 265 |
|
|
2020
Q2 | $1M | Buy |
+12,698
| New | +$1M | 0.24% | 79 |
|
|
2019
Q2 | – | Sell |
-58
| Closed | -$5K | – | 270 |
|
|
2019
Q1 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 747 |
|
|
2018
Q3 | – | Sell |
-58
| Closed | -$5K | – | 354 |
|
|
2018
Q2 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 754 |
|
|
2018
Q1 | – | Sell |
-61
| Closed | -$5K | – | 343 |
|
|
2017
Q4 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 776 |
|