Integrated Wealth Concepts’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
Q4 | – | Sell |
-3,837
| Closed | -$330K | – | 1601 |
|
|
2023
Q3 | $330K | Sell |
3,837
-212
| -5% | -$18.3K | 0.01% | 1177 |
|
|
2023
Q2 | $382K | Sell |
4,049
-3,079
| -43% | -$291K | 0.01% | 1122 |
|
|
2023
Q1 | $708K | Buy |
+7,128
| New | +$708K | 0.01% | 734 |
|
|
2021
Q3 | – | Sell |
-2,754
| Closed | -$258K | – | 942 |
|
|
2021
Q2 | $258K | Buy |
+2,754
| New | +$258K | 0.01% | 698 |
|