Lenox Wealth Management’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
Q2 | $1.24M | Buy |
15,647
+3,353
| +27% | +$265K | 0.38% | 51 |
|
|
2020
Q1 | $813K | Buy |
12,294
+710
| +6% | +$47K | 0.28% | 54 |
|
|
2019
Q4 | $906K | Buy |
11,584
+524
| +5% | +$41K | 0.25% | 63 |
|
|
2019
Q3 | $937K | Buy |
11,060
+335
| +3% | +$28.4K | 0.27% | 56 |
|
|
2019
Q2 | $904K | Buy |
10,725
+81
| +0.8% | +$6.83K | 0.27% | 59 |
|
|
2019
Q1 | $926K | Buy |
10,644
+10,522
| +8,625% | +$915K | 0.29% | 57 |
|
|
2018
Q4 | $10K | Sell |
122
-22
| -15% | -$1.8K | ﹤0.01% | 386 |
|
|
2018
Q3 | $14K | Buy |
144
+72
| +100% | +$7K | ﹤0.01% | 366 |
|
|
2018
Q2 | $6K | Sell |
72
-37
| -34% | -$3.08K | ﹤0.01% | 411 |
|
|
2018
Q1 | $10K | Hold |
109
| – | – | ﹤0.01% | 356 |
|
|
2017
Q4 | $10K | Hold |
109
| – | – | ﹤0.01% | 385 |
|
|
2017
Q3 | $8K | Hold |
109
| – | – | ﹤0.01% | 414 |
|
|
2017
Q2 | $7K | Buy |
+109
| New | +$7K | ﹤0.01% | 402 |
|