Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 800 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 817 |
|
|
2021
Q3 | – | Sell |
-54
| Closed | -$5K | – | 721 |
|
|
2021
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 497 |
|
|
2020
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $4K | Sell |
54
-114
| -68% | -$8.44K | ﹤0.01% | 447 |
|
|
2019
Q4 | $13K | Sell |
168
-147
| -47% | -$11.4K | ﹤0.01% | 384 |
|
|
2019
Q3 | $27K | Hold |
315
| – | – | ﹤0.01% | 236 |
|
|
2019
Q2 | $27K | Hold |
315
| – | – | ﹤0.01% | 192 |
|
|
2019
Q1 | $27K | Hold |
315
| – | – | 0.01% | 181 |
|
|
2018
Q4 | $26K | Sell |
315
-115
| -27% | -$9.49K | 0.01% | 175 |
|
|
2018
Q3 | $42K | Hold |
430
| – | – | 0.01% | 148 |
|
|
2018
Q2 | $36K | Sell |
430
-1,406
| -77% | -$118K | 0.01% | 177 |
|
|
2018
Q1 | $172K | Buy |
1,836
+1,019
| +125% | +$95.5K | 0.04% | 70 |
|
|
2017
Q4 | $73K | Buy |
+817
| New | +$73K | 0.02% | 86 |
|
|
2015
Q4 | – | Sell |
-107
| Closed | -$7K | – | 512 |
|
|
2015
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 213 |
|
|
2015
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 174 |
|
|
2015
Q1 | $8K | Hold |
107
| – | – | ﹤0.01% | 176 |
|
|
2014
Q4 | $8K | Hold |
107
| – | – | ﹤0.01% | 184 |
|
|
2014
Q3 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 198 |
|