LWP
Lumature Wealth Partners’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31.6K | Hold |
335
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $33.3K | Sell |
335
-34
| -9% | -$3.38K | 0.02% | 241 |
|
|
2022
Q4 | $33.8K | Hold |
369
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $36K | Sell |
369
-278
| -43% | -$27.1K | 0.02% | 245 |
|
|
2022
Q2 | $66K | Sell |
647
-264
| -29% | -$26.9K | 0.03% | 226 |
|
|
2022
Q1 | $98K | Hold |
911
| – | – | 0.04% | 212 |
|
|
2021
Q4 | $98K | Sell |
911
-122
| -12% | -$13.1K | 0.04% | 183 |
|
|
2021
Q3 | $90K | Sell |
1,033
-260
| -20% | -$22.7K | 0.04% | 186 |
|
|
2021
Q2 | $121K | Sell |
1,293
-337
| -21% | -$31.5K | 0.05% | 168 |
|
|
2021
Q1 | $156K | Sell |
1,630
-4,258
| -72% | -$408K | 0.08% | 138 |
|
|
2020
Q4 | $553K | Buy |
+5,888
| New | +$553K | 0.52% | 60 |
|